PCA Investment Advisory Services Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 226 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PCA Investment Advisory Services Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$231,128
+2.1%
5,402
-0.9%
0.13%
-12.8%
Q4 2023$226,274
+6.1%
5,452
-0.4%
0.15%
-2.0%
Q3 2023$213,171
-3.6%
5,475
+0.1%
0.15%
+15.2%
Q2 2023$221,084
-7.8%
5,471
-9.1%
0.13%
-22.4%
Q1 2023$239,8386,0170.17%
Other shareholders
ISHARES TR shareholders Q1 2023
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