Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$454,865
-6.5%
11,684
-3.0%
0.01%
-25.0%
Q2 2023$486,674
+1.4%
12,043
+0.0%
0.01%0.0%
Q1 2023$479,851
+5.0%
12,038
+0.1%
0.01%
-11.1%
Q4 2022$457,201
+2.5%
12,028
-1.3%
0.01%
-10.0%
Q3 2022$446,000
-14.1%
12,181
-8.6%
0.01%
-9.1%
Q2 2022$519,000
-33.2%
13,325
-26.3%
0.01%0.0%
Q1 2022$777,000
-6.8%
18,087
-1.3%
0.01%
-50.0%
Q4 2021$834,000
-8.8%
18,331
-10.3%
0.02%
-4.3%
Q3 2021$914,000
-78.1%
20,427
-78.0%
0.02%
-84.5%
Q2 2021$4,179,000
+9.0%
92,767
+5.4%
0.15%
-37.3%
Q1 2021$3,834,00088,0370.24%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Weaver Consulting Group 183,632$8,216,0004.46%
Thrive Capital Management, LLC 125,395$5,610,0004.14%
TIEDEMANN ADVISORS, LLC 1,540,276$68,912,0003.67%
RiverTree Advisors, LLC 86,580$3,874,0002.64%
Beacon Financial Advisory LLC 107,340$4,802,0002.50%
FURE FINANCIAL CORP 74,239$3,321,0002.32%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 100,864$4,513,0001.65%
Weitzel Financial Services, Inc. 54,579$2,447,322,0001.59%
Fort Henry Capital, LLC 29,160$1,305,0001.15%
Madrona Financial Services, LLC 53,889$2,411,0001.14%
View complete list of ISHARES TR shareholders