Clear Creek Financial Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 245 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
Clear Creek Financial Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$711,365
+4.2%
11,201
+8.8%
0.12%
+5.9%
Q2 2023$682,977
+12.9%
10,295
+8.2%
0.12%
+2.6%
Q1 2023$604,810
+35.0%
9,511
+26.8%
0.12%
+17.3%
Q4 2022$448,070
+10.6%
7,499
+2.7%
0.10%
+10.1%
Q3 2022$405,000
-9.4%
7,299
-2.3%
0.09%
-5.3%
Q2 2022$447,000
-32.7%
7,470
-22.4%
0.09%
-9.6%
Q1 2022$664,000
-1.6%
9,626
+3.8%
0.10%
+2.0%
Q4 2021$675,000
+2.3%
9,274
-1.9%
0.10%
-3.8%
Q3 2021$660,000
+1.4%
9,450
+2.5%
0.11%
+5.0%
Q2 2021$651,000
+16.0%
9,219
+14.5%
0.10%
-91.0%
Q1 2021$561,000
-44.9%
8,054
-49.3%
1.13%
+474.5%
Q4 2020$1,018,000
-0.9%
15,874
-15.2%
0.20%
-26.3%
Q2 2020$1,027,000
+16.3%
18,729
+6.9%
0.27%
-20.6%
Q1 2020$883,000
+4.7%
17,515
+21.0%
0.34%
+1.2%
Q4 2019$843,000
+16.6%
14,477
+13.6%
0.33%
-5.4%
Q3 2019$723,000
+9.4%
12,747
+6.3%
0.35%
+23.7%
Q2 2019$661,00011,9900.28%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Waterloo Capital, L.P. 232,378$14,753,6844.33%
Fort Henry Capital, LLC 49,682$3,154,3102.70%
Consilium Wealth Advisory, LLC 54,792$3,478,7342.44%
Archvest Wealth Advisors, Inc. 83,934$5,444,6802.22%
NORTHWEST WEALTH MANAGEMENT, LLC 77,304$4,908,0461.77%
UNIQUE WEALTH, LLC 66,436$4,218,0091.76%
PATTON ALBERTSON MILLER GROUP, LLC 112,648$7,152,0051.40%
Weaver Consulting Group 36,653$2,327,1191.05%
Buttonwood Financial Group, LLC 23,079$1,419,5871.04%
LBMC INVESTMENT ADVISORS, LLC 141,404$8,785,4600.94%
View complete list of ISHARES TR shareholders