Watermark Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 155 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
Watermark Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$244,000
-7.6%
5,907
+1.0%
0.11%
+3.7%
Q3 2018$264,000
-1.1%
5,850
-2.7%
0.11%
-3.5%
Q2 2018$267,000
+6.4%
6,013
+6.7%
0.11%
+8.7%
Q1 2018$251,000
+4.1%
5,633
+5.1%
0.10%
+4.0%
Q4 2017$241,000
-11.1%
5,361
-11.4%
0.10%
-15.3%
Q3 2017$271,000
-5.2%
6,054
-7.7%
0.12%
-8.5%
Q2 2017$286,000
+6.3%
6,561
+3.3%
0.13%
+1.6%
Q1 2017$269,0006,3500.13%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 743,709$39,833,0008.00%
ARQ WEALTH ADVISORS, LLC 181,888$9,742,0006.30%
Fort Henry Capital, LLC 80,217$4,296,0004.07%
Weaver Consulting Group 90,412$4,842,0002.97%
Aveo Capital Partners, LLC 166,496$8,918,0002.25%
Madrona Financial Services, LLC 77,644$4,159,0002.13%
NORTHWEST WEALTH MANAGEMENT, LLC 62,710$3,359,0002.11%
MARINO, STRAM & ASSOCIATES LLC 74,852$4,009,0001.57%
Strategic Family Wealth Counselors, L.L.C. 50,870$2,725,0001.03%
PATTON ALBERTSON MILLER GROUP, LLC 78,579$4,209,0001.02%
View complete list of ISHARES TR shareholders