Clear Perspectives Financial Planning, 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 Perspectives Financial Planning, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$6,000
-93.3%
144
-93.0%
0.00%
-94.1%
Q1 2022$89,000
-39.9%
2,064
-36.5%
0.03%
-43.3%
Q4 2021$148,000
-11.4%
3,251
-13.0%
0.06%
-21.1%
Q3 2021$167,000
-1.8%
3,738
-0.7%
0.08%
-7.3%
Q2 2021$170,000
-2.9%
3,764
-6.2%
0.08%
-18.8%
Q1 2021$175,000
+7.4%
4,014
+6.3%
0.10%
-1.9%
Q4 2020$163,0003,7770.10%
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