ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 56 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $411,000 | +1.5% | 10,947 | +3.8% | 0.12% | +11.7% |
| Q4 2017 | $405,000 | -40.6% | 10,546 | -44.0% | 0.10% | -58.1% |
| Q1 2017 | $682,000 | -4.2% | 18,816 | -6.1% | 0.25% | -11.5% |
| Q4 2016 | $712,000 | -0.7% | 20,029 | -0.5% | 0.28% | +2.6% |
| Q3 2016 | $717,000 | -2.3% | 20,121 | -3.3% | 0.27% | -0.7% |
| Q2 2016 | $734,000 | +3.7% | 20,807 | +1.1% | 0.27% | 0.0% |
| Q1 2016 | $708,000 | -1.5% | 20,576 | -4.3% | 0.27% | -3.9% |
| Q4 2015 | $719,000 | -8.2% | 21,510 | -7.0% | 0.28% | +1.1% |
| Q3 2015 | $783,000 | -28.0% | 23,136 | -25.0% | 0.28% | -23.6% |
| Q2 2015 | $1,087,000 | -17.3% | 30,860 | -16.3% | 0.37% | -13.0% |
| Q1 2015 | $1,314,000 | -8.0% | 36,859 | -9.3% | 0.42% | -9.2% |
| Q4 2014 | $1,429,000 | – | 40,636 | – | 0.47% | – |
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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% |