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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $6,571,000 | +14.3% | 186,148 | +12.7% | 1.08% | +79.3% |
| Q1 2016 | $5,749,000 | +6.2% | 165,215 | +3.9% | 0.60% | +4.7% |
| Q4 2015 | $5,412,000 | +4.7% | 158,949 | +4.1% | 0.58% | -1.4% |
| Q3 2015 | $5,167,000 | +10.6% | 152,634 | +15.1% | 0.58% | +18.2% |
| Q2 2015 | $4,673,000 | +21.2% | 132,577 | +22.5% | 0.50% | +19.9% |
| Q1 2015 | $3,856,000 | +79.5% | 108,183 | +77.1% | 0.41% | +70.7% |
| Q4 2014 | $2,148,000 | +141.1% | 61,078 | +139.3% | 0.24% | +126.2% |
| Q3 2014 | $891,000 | +34.6% | 25,522 | +37.7% | 0.11% | +28.9% |
| Q2 2014 | $662,000 | +44.2% | 18,538 | +40.7% | 0.08% | +27.7% |
| Q1 2014 | $459,000 | -6.3% | 13,179 | -7.5% | 0.06% | +71.1% |
| Q4 2013 | $490,000 | – | 14,254 | – | 0.04% | – |
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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% |