ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 36 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,821,000 | +2.1% | 70,305 | 0.0% | 1.84% | -6.2% |
| Q3 2019 | $2,762,000 | -3.6% | 70,305 | -4.2% | 1.97% | +10.2% |
| Q2 2019 | $2,864,000 | +2.1% | 73,416 | -0.4% | 1.79% | +18.9% |
| Q1 2019 | $2,804,000 | +6.7% | 73,676 | 0.0% | 1.50% | -5.4% |
| Q4 2018 | $2,628,000 | -5.8% | 73,676 | 0.0% | 1.59% | -5.8% |
| Q3 2018 | $2,791,000 | +0.9% | 73,676 | 0.0% | 1.68% | -4.0% |
| Q2 2018 | $2,765,000 | -0.6% | 73,676 | 0.0% | 1.76% | +4.0% |
| Q1 2018 | $2,782,000 | -0.7% | 73,676 | 0.0% | 1.69% | -0.2% |
| Q4 2017 | $2,802,000 | +0.2% | 73,676 | 0.0% | 1.69% | -4.4% |
| Q3 2017 | $2,797,000 | +1.8% | 73,676 | -0.1% | 1.77% | -2.3% |
| Q2 2017 | $2,747,000 | +2.5% | 73,718 | 0.0% | 1.81% | +4.7% |
| Q1 2017 | $2,679,000 | +3.2% | 73,718 | 0.0% | 1.73% | -1.8% |
| Q4 2016 | $2,597,000 | -2.4% | 73,718 | 0.0% | 1.76% | +7.7% |
| Q3 2016 | $2,660,000 | +2.2% | 73,718 | 0.0% | 1.63% | +1.6% |
| Q2 2016 | $2,602,000 | -7.3% | 73,718 | -8.7% | 1.61% | -12.0% |
| Q1 2016 | $2,808,000 | +2.2% | 80,718 | +0.1% | 1.83% | +1.1% |
| Q4 2015 | $2,747,000 | +274.8% | 80,676 | +272.3% | 1.81% | +276.1% |
| Q3 2015 | $733,000 | -3.9% | 21,670 | 0.0% | 0.48% | +5.3% |
| Q2 2015 | $763,000 | -1.2% | 21,670 | 0.0% | 0.46% | -1.9% |
| Q1 2015 | $772,000 | +1.3% | 21,670 | 0.0% | 0.47% | +7.6% |
| Q4 2014 | $762,000 | +0.7% | 21,670 | 0.0% | 0.43% | +10.2% |
| Q3 2014 | $757,000 | -2.2% | 21,670 | 0.0% | 0.39% | -0.3% |
| Q2 2014 | $774,000 | +18.3% | 21,670 | +15.3% | 0.39% | +10.1% |
| Q1 2014 | $654,000 | +136.1% | 18,790 | +132.7% | 0.36% | +72.1% |
| Q4 2013 | $277,000 | – | 8,075 | – | 0.21% | – |
Download | ||||||
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% |