ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 89 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $4,915,000 | +4.9% | 129,434 | +3.0% | 0.03% | -3.3% |
| Q2 2017 | $4,684,000 | +24.7% | 125,689 | +21.7% | 0.03% | +20.0% |
| Q1 2017 | $3,755,000 | +15.9% | 103,303 | +12.3% | 0.02% | +4.2% |
| Q4 2016 | $3,240,000 | -5.7% | 91,963 | -3.4% | 0.02% | -11.1% |
| Q3 2016 | $3,436,000 | +10.2% | 95,209 | +7.8% | 0.03% | +3.8% |
| Q2 2016 | $3,118,000 | +14.5% | 88,320 | +12.8% | 0.03% | +8.3% |
| Q1 2016 | $2,724,000 | +8.8% | 78,285 | +6.5% | 0.02% | 0.0% |
| Q4 2015 | $2,503,000 | +27.5% | 73,496 | +26.7% | 0.02% | +14.3% |
| Q3 2015 | $1,963,000 | +56.5% | 58,006 | +63.0% | 0.02% | +75.0% |
| Q2 2015 | $1,254,000 | +5.6% | 35,588 | +6.7% | 0.01% | 0.0% |
| Q1 2015 | $1,188,000 | +14.6% | 33,338 | +13.1% | 0.01% | 0.0% |
| Q4 2014 | $1,037,000 | +35.2% | 29,476 | +34.1% | 0.01% | +33.3% |
| Q3 2014 | $767,000 | -8.6% | 21,978 | -6.4% | 0.01% | -10.0% |
| Q2 2014 | $839,000 | +3.7% | 23,478 | +1.1% | 0.01% | -9.1% |
| Q1 2014 | $809,000 | +4.5% | 23,222 | +3.0% | 0.01% | 0.0% |
| Q4 2013 | $774,000 | -45.6% | 22,553 | -47.2% | 0.01% | -52.2% |
| Q3 2013 | $1,423,000 | +4.1% | 42,684 | +1.1% | 0.02% | -4.2% |
| Q2 2013 | $1,367,000 | – | 42,232 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESTON WEALTH MANAGEMENT LLC | 136,685 | $5,239,000 | 4.20% |
| Planning Solutions Group LLC | 176,245 | $6,708,000 | 3.59% |
| SlateStone Wealth, LLC | 278,545 | $10,601,000 | 3.26% |
| PATTON ALBERTSON MILLER GROUP, LLC | 156,228 | $5,946,000 | 3.01% |
| TIEDEMANN ADVISORS, LLC | 1,618,523 | $61,589,000 | 2.90% |
| Madrona Financial Services, LLC | 67,217 | $2,558,000 | 2.80% |
| Weaver Consulting Group | 176,293 | $6,786,000 | 1.91% |
| Darwin Wealth Management, LLC | 147,889 | $5,629,000 | 1.85% |
| Madden Advisory Services, Inc. | 73,676 | $2,804,000 | 1.50% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 91,270 | $3,474,000 | 1.08% |