TIEDEMANN ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 211 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 6.93 and the average weighting 0.5%.

Quarter-by-quarter ownership
TIEDEMANN ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$336,000
+43.0%
4,861
+46.2%
0.02%
+63.6%
Q1 2019$235,000
-0.4%
3,324
-10.7%
0.01%
-8.3%
Q4 2018$236,000
+0.4%
3,724
+12.0%
0.01%
-14.3%
Q3 2018$235,000
-0.8%
3,3240.0%0.01%
-6.7%
Q2 2018$237,000
-7.8%
3,3240.0%0.02%
-16.7%
Q1 2018$257,000
+1.6%
3,3240.0%0.02%
-5.3%
Q4 2017$253,0003,3240.02%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Core Wealth Advisors, Inc. 85,751$7,946,0007.01%
Analyst IMS Investment Management Services Ltd. 464,011$42,995,0005.76%
Accredited Investors Inc. 404,533$37,484,0005.02%
Granby Capital Management, LLC 75,000$6,950,0004.94%
H&H Retirement Design & Management INC 86,856$8,100,0004.87%
Strategic Point Investment Advisors, LLC 190,015$17,607,0004.66%
OLD MISSION CAPITAL LLC 837,442$77,597,0004.32%
Riggs Asset Managment Co. Inc. 136,281$12,628,0003.83%
WestEnd Advisors, LLC 958,882$88,850,006,0003.56%
LFA - Lugano Financial Advisors SA 52,159$4,833,0003.38%
View complete list of ISHARES TR shareholders