SUMMIT WEALTH & RETIREMENT PLANNING, INC. - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 225 filers reported holding ISHARES TR in Q2 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 Q2 2022
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 136,685$5,239,0004.20%
Planning Solutions Group LLC 176,245$6,708,0003.59%
SlateStone Wealth, LLC 278,545$10,601,0003.26%
PATTON ALBERTSON MILLER GROUP, LLC 156,228$5,946,0003.01%
TIEDEMANN ADVISORS, LLC 1,618,523$61,589,0002.90%
Madrona Financial Services, LLC 67,217$2,558,0002.80%
Weaver Consulting Group 176,293$6,786,0001.91%
Darwin Wealth Management, LLC 147,889$5,629,0001.85%
Madden Advisory Services, Inc. 73,676$2,804,0001.50%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 91,270$3,474,0001.08%
View complete list of ISHARES TR shareholders