ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 37 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $400,000 | +2.6% | 11,349 | +5.1% | 0.01% | 0.0% |
| Q3 2016 | $390,000 | -0.8% | 10,798 | -3.1% | 0.01% | -7.1% |
| Q2 2016 | $393,000 | +71.6% | 11,141 | +69.4% | 0.01% | +40.0% |
| Q1 2016 | $229,000 | -9.1% | 6,577 | -11.2% | 0.01% | -9.1% |
| Q4 2015 | $252,000 | +157.1% | 7,407 | +157.1% | 0.01% | +37.5% |
| Q3 2015 | $98,000 | -3.9% | 2,881 | 0.0% | 0.01% | +14.3% |
| Q2 2015 | $102,000 | +10.9% | 2,881 | +12.1% | 0.01% | +16.7% |
| Q1 2015 | $92,000 | 0.0% | 2,570 | -2.1% | 0.01% | -40.0% |
| Q4 2014 | $92,000 | +4500.0% | 2,625 | +4275.0% | 0.01% | – |
| Q3 2014 | $2,000 | -96.5% | 60 | -96.2% | 0.00% | -100.0% |
| Q2 2014 | $57,000 | -68.7% | 1,600 | -69.2% | 0.01% | -38.5% |
| Q1 2014 | $182,000 | – | 5,200 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 190,477 | $8,661,000 | 5.64% |
| Compass Ion Advisors, LLC | 323,609 | $14,715,000 | 4.73% |
| Weaver Consulting Group | 181,467 | $8,251,000 | 3.97% |
| TIEDEMANN ADVISORS, LLC | 1,517,044 | $68,990,000 | 3.36% |
| Investment Advisory Group, LLC | 107,389 | $4,702,000 | 3.01% |
| FURE FINANCIAL CORP | 76,058 | $3,458,000 | 2.40% |
| Beacon Financial Advisory LLC | 104,542 | $4,754,000 | 2.20% |
| Weitzel Financial Services, Inc. | 65,876 | $2,995,381,000 | 1.81% |
| RESTON WEALTH MANAGEMENT LLC | 52,151 | $2,371,000 | 1.15% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 71,417 | $3,247,000 | 1.11% |