ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 127 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $1,179,000 | +34.7% | 33,041 | +43.1% | 0.26% | +40.2% |
| Q3 2018 | $875,000 | +66.7% | 23,085 | +66.8% | 0.18% | +50.8% |
| Q3 2017 | $525,000 | +14.9% | 13,838 | +12.9% | 0.12% | +8.0% |
| Q2 2017 | $457,000 | +2.7% | 12,259 | +0.2% | 0.11% | -2.6% |
| Q1 2017 | $445,000 | +29.4% | 12,240 | +25.4% | 0.12% | +22.1% |
| Q4 2016 | $344,000 | -1.7% | 9,762 | +0.8% | 0.10% | -4.0% |
| Q3 2016 | $350,000 | +2.3% | 9,689 | 0.0% | 0.10% | +5.3% |
| Q2 2016 | $342,000 | +1.2% | 9,689 | -0.4% | 0.09% | +2.2% |
| Q1 2016 | $338,000 | +40.2% | 9,724 | +37.2% | 0.09% | +48.4% |
| Q4 2015 | $241,000 | +19.9% | 7,086 | +18.9% | 0.06% | +19.2% |
| Q3 2015 | $201,000 | +20000.0% | 5,959 | +16925.7% | 0.05% | – |
| Q2 2015 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q1 2015 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q4 2014 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q3 2014 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q2 2014 | $1,000 | 0.0% | 35 | 0.0% | 0.00% | – |
| Q1 2014 | $1,000 | -96.0% | 35 | -95.4% | 0.00% | -100.0% |
| Q3 2013 | $25,000 | -63.8% | 759 | -64.5% | 0.02% | -60.5% |
| Q2 2013 | $69,000 | – | 2,140 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RESTON WEALTH MANAGEMENT LLC | 136,685 | $5,239,000 | 4.20% |
| Planning Solutions Group LLC | 176,245 | $6,708,000 | 3.59% |
| SlateStone Wealth, LLC | 278,545 | $10,601,000 | 3.26% |
| PATTON ALBERTSON MILLER GROUP, LLC | 156,228 | $5,946,000 | 3.01% |
| TIEDEMANN ADVISORS, LLC | 1,618,523 | $61,589,000 | 2.90% |
| Madrona Financial Services, LLC | 67,217 | $2,558,000 | 2.80% |
| Weaver Consulting Group | 176,293 | $6,786,000 | 1.91% |
| Darwin Wealth Management, LLC | 147,889 | $5,629,000 | 1.85% |
| Madden Advisory Services, Inc. | 73,676 | $2,804,000 | 1.50% |
| AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 91,270 | $3,474,000 | 1.08% |