Lake Point Wealth Management - 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
Lake Point Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$18,000
-41.9%
457
-36.3%
0.01%
-28.6%
Q1 2022$31,000
+14.8%
717
+18.7%
0.01%
+16.7%
Q4 2021$27,000
+17.4%
604
+15.3%
0.01%
+9.1%
Q3 2021$23,000
+27.8%
524
+34.0%
0.01%
+37.5%
Q2 2021$18,000
+157.1%
391
+97.5%
0.01%
+33.3%
Q1 2020$7,000
-12.5%
1980.0%0.01%
+100.0%
Q4 2019$8,0000.0%198
+1.5%
0.00%0.0%
Q2 2019$8,0000.0%1950.0%0.00%0.0%
Q1 2019$8,000
-63.6%
195
-68.4%
0.00%
-62.5%
Q4 2018$22,0006180.01%
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