Clear Creek Financial Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 244 filers reported holding ISHARES TR in Q1 2022. 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$464,279
-2.3%
11,926
+1.4%
0.08%
-1.2%
Q2 2023$475,060
+12.4%
11,756
+10.9%
0.08%
+2.5%
Q1 2023$422,596
+10.5%
10,602
+5.4%
0.08%
-4.8%
Q4 2022$382,381
+17.7%
10,060
+13.4%
0.08%
+16.7%
Q3 2022$325,000
-9.5%
8,871
-3.7%
0.07%
-4.0%
Q2 2022$359,000
+12.9%
9,209
+24.5%
0.08%
+50.0%
Q1 2022$318,000
-5.1%
7,398
+0.4%
0.05%0.0%
Q4 2021$335,000
+13.2%
7,372
+11.3%
0.05%
+4.2%
Q3 2021$296,000
+7.6%
6,625
+8.5%
0.05%
+11.6%
Q2 2021$275,000
-32.3%
6,104
-35.1%
0.04%
-44.9%
Q4 2020$406,000
+4.9%
9,400
-3.3%
0.08%
-22.0%
Q2 2020$387,000
+35.8%
9,721
+28.3%
0.10%
-7.4%
Q1 2020$285,000
+5.6%
7,576
+11.8%
0.11%
+1.9%
Q4 2019$270,000
+3.8%
6,779
+2.3%
0.11%
-15.9%
Q3 2019$260,000
+5.7%
6,624
+4.9%
0.13%
+20.0%
Q2 2019$246,0006,3150.10%
Other shareholders
ISHARES TR shareholders Q1 2022
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