Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 220 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,252,412
-29.8%
96,779
+195.9%
0.38%
-29.2%
Q2 2023$7,479,656
+1114.7%
32,711
+111.5%
0.53%
+1113.6%
Q1 2023$615,743
-91.9%
15,463
-35.4%
0.04%
-92.2%
Q4 2022$7,597,624
+3065.7%
23,923
+288.6%
0.57%
+2878.9%
Q2 2022$240,000
-94.3%
6,156
-93.8%
0.02%
-93.2%
Q1 2022$4,240,000
-6.0%
98,680
-0.5%
0.28%
-1.8%
Q4 2021$4,509,000
+3.2%
99,130
+1.5%
0.28%
-3.7%
Q3 2021$4,368,000
+2.8%
97,635
+3.5%
0.30%
+3.9%
Q2 2021$4,249,000
+36.7%
94,311
+34.9%
0.28%
+29.1%
Q1 2021$3,108,000
+95.5%
69,925
+90.8%
0.22%
+101.8%
Q4 2020$1,590,000
-21.1%
36,656
+42.7%
0.11%
-36.6%
Q3 2020$2,015,000
+138.2%
25,695
+21.1%
0.17%
+115.0%
Q2 2020$846,000
+29.0%
21,221
+18.8%
0.08%
-14.9%
Q1 2020$656,000
-10.0%
17,870
-1.5%
0.09%
+20.5%
Q4 2019$729,000
+5.3%
18,150
+3.0%
0.08%
-1.3%
Q3 2019$692,000
+66.3%
17,614
+65.0%
0.08%
+64.6%
Q2 2019$416,000
-13.2%
10,673
-15.1%
0.05%
-20.0%
Q1 2019$479,000
+6.4%
12,578
-0.2%
0.06%
-1.6%
Q4 2018$450,000
-17.3%
12,605
-12.2%
0.06%0.0%
Q3 2018$544,000
+0.6%
14,355
-0.6%
0.06%
-7.6%
Q2 2018$541,000
+5.3%
14,447
+6.1%
0.07%
-1.5%
Q1 2018$514,000
-2.1%
13,621
-1.3%
0.07%
-6.9%
Q4 2017$525,00013,8000.07%
Other shareholders
ISHARES TR shareholders Q3 2023
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