Global Wealth Management Investment Advisory, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 247 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Global Wealth Management Investment Advisory, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,480
-1.0%
449
+2.7%
0.01%0.0%
Q2 2023$17,659
-39.1%
437
-41.3%
0.01%
-50.0%
Q2 2022$29,000
-32.6%
744
-26.5%
0.01%
-23.1%
Q1 2022$43,000
-4.4%
1,012
+3.1%
0.01%
-7.1%
Q4 2021$45,000
-11.8%
982
-13.6%
0.01%
-12.5%
Q3 2021$51,000
+4.1%
1,137
+3.6%
0.02%0.0%
Q2 2021$49,000
-55.0%
1,097
-56.4%
0.02%
-59.0%
Q1 2021$109,000
+45.3%
2,514
+44.1%
0.04%
+34.5%
Q4 2020$75,000
+21.0%
1,745
+15.9%
0.03%
+7.4%
Q3 2020$62,000
-74.7%
1,506
-75.5%
0.03%
-74.3%
Q2 2020$245,000
-11.6%
6,145
-18.4%
0.10%
-25.0%
Q1 2020$277,000
-7.0%
7,532
+1.6%
0.14%
+11.1%
Q4 2019$298,000
-8.3%
7,417
-10.3%
0.13%
-15.4%
Q3 2019$325,000
+0.6%
8,265
-0.1%
0.15%
-4.5%
Q2 2019$323,000
-24.7%
8,273
-26.5%
0.16%
-30.0%
Q1 2019$429,000
-16.2%
11,261
-21.5%
0.22%
-25.2%
Q4 2018$512,00014,3520.30%
Other shareholders
ISHARES TR shareholders Q4 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