ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 127 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $2,925,000 | +0.2% | 72,895 | -1.8% | 0.02% | -9.1% |
| Q3 2019 | $2,918,000 | -33.0% | 74,242 | -33.5% | 0.02% | -33.3% |
| Q2 2019 | $4,356,000 | -20.1% | 111,621 | -22.1% | 0.03% | -26.7% |
| Q1 2019 | $5,452,000 | +3.0% | 143,244 | -3.4% | 0.04% | -13.5% |
| Q4 2018 | $5,294,000 | +87.5% | 148,328 | +99.0% | 0.05% | +85.7% |
| Q3 2018 | $2,824,000 | +20.8% | 74,549 | +19.8% | 0.03% | -12.5% |
| Q2 2018 | $2,337,000 | -0.4% | 62,245 | +0.2% | 0.03% | 0.0% |
| Q1 2018 | $2,346,000 | -7.8% | 62,113 | -7.1% | 0.03% | -5.9% |
| Q4 2017 | $2,544,000 | +190.1% | 66,875 | +189.4% | 0.03% | +142.9% |
| Q3 2017 | $877,000 | +24.0% | 23,110 | +21.9% | 0.01% | +16.7% |
| Q2 2017 | $707,000 | +3.8% | 18,953 | +1.2% | 0.01% | -14.3% |
| Q1 2017 | $681,000 | +32.7% | 18,720 | +28.5% | 0.01% | +16.7% |
| Q4 2016 | $513,000 | +0.8% | 14,568 | +3.4% | 0.01% | 0.0% |
| Q3 2016 | $509,000 | +26.9% | 14,093 | +23.3% | 0.01% | +9.1% |
| Q2 2016 | $401,000 | – | 11,434 | – | 0.01% | – |
Download | ||||||
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% |