ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 125 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $20,000 | 0.0% | 522 | 0.0% | 0.02% | -3.8% |
| Q3 2017 | $20,000 | +5.3% | 522 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $19,000 | 0.0% | 522 | 0.0% | 0.03% | +13.0% |
| Q1 2017 | $19,000 | -40.6% | 522 | -43.0% | 0.02% | -32.4% |
| Q4 2016 | $32,000 | -3.0% | 915 | 0.0% | 0.03% | -2.9% |
| Q3 2016 | $33,000 | +3.1% | 915 | 0.0% | 0.04% | +6.1% |
| Q2 2016 | $32,000 | 0.0% | 915 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $32,000 | +3.2% | 915 | 0.0% | 0.03% | +10.0% |
| Q4 2015 | $31,000 | 0.0% | 915 | 0.0% | 0.03% | +7.1% |
| Q3 2015 | $31,000 | -3.1% | 915 | 0.0% | 0.03% | +3.7% |
| Q2 2015 | $32,000 | -3.0% | 915 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $33,000 | +83.3% | 915 | +75.3% | 0.03% | +107.7% |
| Q4 2014 | $18,000 | 0.0% | 522 | 0.0% | 0.01% | -7.1% |
| Q3 2014 | $18,000 | – | 522 | – | 0.01% | – |
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% |