TSFG, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 227 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TSFG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$55
-3.5%
1,4000.0%0.02%
-4.8%
Q2 2023$57
+1.8%
1,4000.0%0.02%0.0%
Q1 2023$56
+5.7%
1,4000.0%0.02%0.0%
Q4 2022$53
-99.9%
1,4000.0%0.02%
-12.5%
Q3 2022$51,000
-7.3%
1,4000.0%0.02%0.0%
Q2 2022$55,000
-8.3%
1,4000.0%0.02%
+9.1%
Q1 2022$60,000
-6.2%
1,4000.0%0.02%0.0%
Q4 2021$64,000
+1.6%
1,4000.0%0.02%
-12.0%
Q3 2021$63,0000.0%1,4000.0%0.02%0.0%
Q2 2021$63,000
+3.3%
1,4000.0%0.02%
-19.4%
Q1 2021$61,000
+1.7%
1,4000.0%0.03%
-3.1%
Q4 2020$60,000
+5.3%
1,4000.0%0.03%
-5.9%
Q3 2020$57,000
+1.8%
1,4000.0%0.03%
-8.1%
Q2 2020$56,000
+9.8%
1,4000.0%0.04%
-19.6%
Q1 2020$51,000
-8.9%
1,4000.0%0.05%
+12.2%
Q4 2019$56,000
+1.8%
1,4000.0%0.04%
-2.4%
Q3 2019$55,000
-41.5%
1,400
-41.7%
0.04%
-44.0%
Q2 2019$94,000
+3.3%
2,4000.0%0.08%
-2.6%
Q1 2019$91,0002,4000.08%
Other shareholders
ISHARES TR shareholders Q3 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