ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 68 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $663,000 | +19.7% | 18,842 | +20.0% | 0.08% | +12.3% |
| Q2 2016 | $554,000 | +3.2% | 15,707 | +1.7% | 0.07% | 0.0% |
| Q1 2016 | $537,000 | +4.7% | 15,445 | +1.9% | 0.07% | -5.2% |
| Q3 2015 | $513,000 | +20.1% | 15,155 | +24.7% | 0.08% | +11.6% |
| Q4 2014 | $427,000 | +2.4% | 12,150 | +1.7% | 0.07% | -5.5% |
| Q3 2014 | $417,000 | +27.5% | 11,946 | +30.6% | 0.07% | +17.7% |
| Q2 2014 | $327,000 | +5.5% | 9,149 | +1.2% | 0.06% | +416.7% |
| Q4 2013 | $310,000 | – | 9,037 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 190,477 | $8,661,000 | 5.64% |
| Compass Ion Advisors, LLC | 323,609 | $14,715,000 | 4.73% |
| Weaver Consulting Group | 181,467 | $8,251,000 | 3.97% |
| TIEDEMANN ADVISORS, LLC | 1,517,044 | $68,990,000 | 3.36% |
| Investment Advisory Group, LLC | 107,389 | $4,702,000 | 3.01% |
| FURE FINANCIAL CORP | 76,058 | $3,458,000 | 2.40% |
| Beacon Financial Advisory LLC | 104,542 | $4,754,000 | 2.20% |
| Weitzel Financial Services, Inc. | 65,876 | $2,995,381,000 | 1.81% |
| RESTON WEALTH MANAGEMENT LLC | 52,151 | $2,371,000 | 1.15% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 71,417 | $3,247,000 | 1.11% |