ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 131 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $125,000 | +7.8% | 3,130 | -1.3% | 0.01% | -20.0% |
| Q1 2020 | $116,000 | -7.9% | 3,170 | +1.3% | 0.01% | +11.1% |
| Q4 2019 | $126,000 | -2.3% | 3,130 | -5.0% | 0.01% | -18.2% |
| Q3 2019 | $129,000 | -9.8% | 3,295 | -10.0% | 0.01% | -8.3% |
| Q2 2019 | $143,000 | +2.9% | 3,663 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $139,000 | +24.1% | 3,663 | +17.0% | 0.01% | +20.0% |
| Q4 2018 | $112,000 | -16.4% | 3,130 | -11.4% | 0.01% | -28.6% |
| Q3 2018 | $134,000 | +0.8% | 3,533 | 0.0% | 0.01% | -6.7% |
| Q2 2018 | $133,000 | +12.7% | 3,533 | +12.9% | 0.02% | +7.1% |
| Q1 2018 | $118,000 | – | 3,130 | – | 0.01% | – |
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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% |