Lokken Investment Group 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
Lokken Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$413,904
+1.0%
10,632
+4.8%
0.27%
+1.5%
Q2 2023$409,879
+1.4%
10,1430.0%0.27%
-13.0%
Q1 2023$404,300
-0.7%
10,143
-5.3%
0.31%
-4.4%
Q4 2022$407,163
+24.5%
10,712
+20.1%
0.32%
+13.8%
Q3 2022$327,000
-2.7%
8,922
+3.6%
0.28%
+3.7%
Q2 2022$336,000
-13.0%
8,612
-9.6%
0.27%
-11.1%
Q1 2022$386,000
-14.8%
9,522
-4.3%
0.31%
-5.3%
Q4 2021$453,000
+1.8%
9,9520.0%0.32%
-8.5%
Q3 2021$445,000
+2.1%
9,952
+2.7%
0.35%
-0.3%
Q2 2021$436,000
+3.6%
9,687
+0.2%
0.35%
-4.8%
Q1 2021$421,000
-6.2%
9,670
-7.0%
0.37%
-9.3%
Q4 2020$449,000
+6.7%
10,395
+7.5%
0.41%
+10.2%
Q1 2012$421,0009,6700.37%
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