Garrett Wealth Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 227 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Garrett Wealth Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$498,000
-5.5%
11,6000.0%0.26%0.0%
Q4 2021$527,000
+1.5%
11,6000.0%0.26%
-22.9%
Q3 2021$519,000
-0.8%
11,6000.0%0.33%
-3.2%
Q2 2021$523,000
+3.6%
11,6000.0%0.34%
-3.9%
Q1 2021$505,000
+0.8%
11,6000.0%0.36%
-5.3%
Q4 2020$501,000
-8.6%
11,600
-13.1%
0.38%
-12.9%
Q3 2020$548,000
+3.0%
13,3500.0%0.43%
+1.6%
Q2 2020$532,000
+8.6%
13,3500.0%0.43%
-8.0%
Q1 2020$490,000
-8.6%
13,3500.0%0.46%
+16.6%
Q4 2019$536,000
-99.9%
13,3500.0%0.40%
+8.2%
Q3 2019$524,522,000
+100576.0%
13,3500.0%0.37%
-11.6%
Q2 2019$521,000
+2.6%
13,3500.0%0.42%
-0.5%
Q1 2019$508,000
+6.7%
13,3500.0%0.42%
-3.9%
Q4 2018$476,00013,3500.43%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders