SUMMIT WEALTH & RETIREMENT PLANNING, INC. - 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
SUMMIT WEALTH & RETIREMENT PLANNING, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,540,000
-52.6%
35,828
-49.8%
0.54%
-51.0%
Q4 2021$3,247,000
-28.1%
71,417
-29.2%
1.11%
-32.8%
Q3 2021$4,513,000
-51.7%
100,864
-51.4%
1.65%
-52.3%
Q2 2021$9,351,000
+4.1%
207,560
+0.6%
3.46%
+3.6%
Q1 2021$8,986,000
+19.5%
206,337
+18.6%
3.34%
+17.2%
Q4 2020$7,517,000
+5.2%
173,998
-0.1%
2.85%
-7.1%
Q3 2020$7,148,000
+4.7%
174,128
+1.7%
3.07%
-4.2%
Q2 2020$6,829,000
+13.4%
171,276
+4.5%
3.20%
-0.5%
Q1 2020$6,023,000
-5.6%
163,940
+3.1%
3.22%
+13.3%
Q4 2019$6,378,000158,9372.84%
Other shareholders
ISHARES TR shareholders Q1 2022
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