TIEDEMANN ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 212 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.59 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 Q1 2018
NameSharesValueWeighting ↓
Horizon Investments, LLC 549,976$32,053,0007.42%
RiverFront Investment Group, LLC 2,653,894$154,669,0004.74%
Mizuho Bank, Ltd. 670,000$39,048,0004.67%
Highmount Capital, LLC 318,635$18,570,0004.58%
Round Table Services, LLC 62,494$3,642,0003.64%
HABERER REGISTERED INVESTMENT ADVISOR INC 116,478$6,787,0002.43%
Rex Capital Advisors, LLC 34,763$2,025,965,0002.22%
MARCUARD FAMILY OFFICE LTD 19,203$1,119,0002.14%
Lattice Strategies LLC 64,455$3,756,0002.03%
Convergent Wealth Advisors 155,535$9,065,0001.77%
View complete list of ISHARES TR shareholders