ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 37 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $631,000 | +41.8% | 17,351 | +37.6% | 0.02% | +88.9% |
| Q2 2016 | $445,000 | -3.3% | 12,609 | -4.6% | 0.01% | -30.8% |
| Q1 2016 | $460,000 | -29.0% | 13,214 | -30.9% | 0.01% | +18.2% |
| Q3 2015 | $648,000 | -74.5% | 19,135 | -73.5% | 0.01% | -73.8% |
| Q4 2014 | $2,539,000 | +198.4% | 72,197 | +195.5% | 0.04% | +281.8% |
| Q1 2014 | $851,000 | – | 24,432 | – | 0.01% | – |
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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% |