Realta Investment Advisors - 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
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$208,3700.0%5,1560.0%0.05%
+4.3%
Q2 2023$208,370
-0.8%
5,156
-2.1%
0.05%
-9.8%
Q1 2023$209,970
+4.9%
5,2680.0%0.05%
+4.1%
Q4 2022$200,225
+4.8%
5,268
+1.0%
0.05%
-2.0%
Q3 2022$191,000
-12.8%
5,216
-6.7%
0.05%
-7.4%
Q2 2022$219,000
-3.1%
5,589
+6.4%
0.05%
+20.0%
Q1 2022$226,000
-5.4%
5,2550.0%0.04%
-15.1%
Q4 2021$239,000
+9.6%
5,255
+8.0%
0.05%
+3.9%
Q3 2021$218,000
+303.7%
4,865
+264.4%
0.05%
+240.0%
Q4 2019$54,000
+1.9%
1,335
+0.4%
0.02%
+7.1%
Q3 2019$53,000
+1.9%
1,330
+0.8%
0.01%0.0%
Q2 2019$52,000
+4.0%
1,320
+0.5%
0.01%
-39.1%
Q1 2019$50,0001,3140.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Thrive Capital Management, LLC 162,262$6,972,0004.21%
Weaver Consulting Group 178,010$7,649,0003.71%
TIEDEMANN ADVISORS, LLC 1,530,555$65,766,0003.34%
Investment Advisory Group, LLC 108,788$4,677,0002.84%
Weitzel Financial Services, Inc. 82,420$3,541,587,0002.26%
Beacon Financial Advisory LLC 83,204$3,575,0001.71%
Sweet Financial Partners, LLC 131,235$5,639,0001.51%
RESTON WEALTH MANAGEMENT LLC 52,372$2,250,0001.15%
Fort Henry Capital, LLC 26,960$1,158,0001.00%
WIN ADVISORS, INC 68,996$2,965,0000.78%
View complete list of ISHARES TR shareholders