Goodwin Investment Advisory - 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 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$3,003
-99.7%
79
+182.1%
0.00%
+100.0%
Q2 2022$1,091,000
+109000.0%
280.0%0.00%0.0%
Q1 2022$1,0000.0%280.0%0.00%0.0%
Q4 2021$1,000
-87.5%
28
-85.4%
0.00%
-87.5%
Q3 2021$8,0000.0%1920.0%0.01%
-11.1%
Q2 2021$8,0000.0%1920.0%0.01%0.0%
Q1 2021$8,0000.0%1920.0%0.01%
-10.0%
Q4 2020$8,0001920.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 136,685$5,239,0004.20%
Planning Solutions Group LLC 176,245$6,708,0003.59%
SlateStone Wealth, LLC 278,545$10,601,0003.26%
PATTON ALBERTSON MILLER GROUP, LLC 156,228$5,946,0003.01%
TIEDEMANN ADVISORS, LLC 1,618,523$61,589,0002.90%
Madrona Financial Services, LLC 67,217$2,558,0002.80%
Weaver Consulting Group 176,293$6,786,0001.91%
Darwin Wealth Management, LLC 147,889$5,629,0001.85%
Madden Advisory Services, Inc. 73,676$2,804,0001.50%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 91,270$3,474,0001.08%
View complete list of ISHARES TR shareholders