ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 152 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Weaver Consulting Group | 183,632 | $8,216,000 | 4.46% |
| Thrive Capital Management, LLC | 125,395 | $5,610,000 | 4.14% |
| TIEDEMANN ADVISORS, LLC | 1,540,276 | $68,912,000 | 3.67% |
| RiverTree Advisors, LLC | 86,580 | $3,874,000 | 2.64% |
| Beacon Financial Advisory LLC | 107,340 | $4,802,000 | 2.50% |
| FURE FINANCIAL CORP | 74,239 | $3,321,000 | 2.32% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 100,864 | $4,513,000 | 1.65% |
| Weitzel Financial Services, Inc. | 54,579 | $2,447,322,000 | 1.59% |
| Fort Henry Capital, LLC | 29,160 | $1,305,000 | 1.15% |
| Madrona Financial Services, LLC | 53,889 | $2,411,000 | 1.14% |