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 2016 | $387,000 | +154.6% | 10,724 | +148.6% | 0.14% | +109.2% |
| Q2 2016 | $152,000 | – | 4,313 | – | 0.06% | – |
| Q1 2016 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2015 | $109,000 | -83.3% | 3,214 | -83.3% | 0.03% | -64.9% |
| Q3 2015 | $652,000 | -23.2% | 19,270 | -20.0% | 0.10% | -24.8% |
| Q2 2015 | $849,000 | -32.5% | 24,086 | -31.7% | 0.13% | -35.2% |
| Q1 2015 | $1,257,000 | – | 35,259 | – | 0.20% | – |
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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% |