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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $338,000 | -2.9% | 8,233 | -5.6% | 0.01% | -15.4% |
| Q2 2020 | $348,000 | +1.8% | 8,722 | -6.4% | 0.01% | -13.3% |
| Q1 2020 | $342,000 | -14.1% | 9,322 | -6.0% | 0.02% | +15.4% |
| Q4 2019 | $398,000 | 0.0% | 9,919 | -1.9% | 0.01% | -7.1% |
| Q3 2019 | $398,000 | -3.2% | 10,112 | -4.0% | 0.01% | 0.0% |
| Q2 2019 | $411,000 | +3.0% | 10,531 | +0.4% | 0.01% | 0.0% |
| Q1 2019 | $399,000 | +17.7% | 10,488 | +10.5% | 0.01% | +7.7% |
| Q4 2018 | $339,000 | -6.1% | 9,488 | -0.3% | 0.01% | +8.3% |
| Q3 2018 | $361,000 | -0.8% | 9,512 | -1.5% | 0.01% | -14.3% |
| Q2 2018 | $364,000 | -7.1% | 9,659 | -6.8% | 0.01% | -6.7% |
| Q1 2018 | $392,000 | +2.9% | 10,359 | +3.5% | 0.02% | 0.0% |
| Q4 2017 | $381,000 | +48.2% | 10,008 | +32.6% | 0.02% | +15.4% |
| Q4 2015 | $257,000 | – | 7,545 | – | 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% |