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 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 ↓ |
|---|---|---|---|
| Weaver Consulting Group | 184,080 | $7,952,000 | 4.96% |
| IronBridge Private Wealth, LLC | 115,465 | $4,988,000 | 3.69% |
| RESTON WEALTH MANAGEMENT LLC | 130,445 | $5,635,000 | 3.20% |
| Beacon Financial Advisory LLC | 107,915 | $4,661,000 | 3.03% |
| TIEDEMANN ADVISORS, LLC | 1,408,391 | $60,839,000 | 2.94% |
| ARQ WEALTH ADVISORS, LLC | 107,906 | $4,662,000 | 2.93% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 173,998 | $7,517,000 | 2.85% |
| Thrive Capital Management, LLC | 57,340 | $2,477,000 | 2.64% |
| FURE FINANCIAL CORP | 71,088 | $3,071,000 | 2.18% |
| Trilogy Capital Inc. | 532,533 | $23,005,000 | 1.88% |