Watermark Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOR and the CUSIP is 464289867. A total of 168 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2018
NameSharesValueWeighting ↓
Strategic Wealth Partners Group, LLC 955,561$46,288,00011.19%
ARQ WEALTH ADVISORS, LLC 155,668$7,541,0007.26%
Weaver Consulting Group 89,157$4,319,0002.49%
NORTHWEST WEALTH MANAGEMENT, LLC 60,126$2,913,0002.42%
Aveo Capital Partners, LLC 138,503$6,709,0002.42%
Madrona Financial Services, LLC 72,922$3,532,0002.22%
MARINO, STRAM & ASSOCIATES LLC 77,445$3,751,0002.00%
Professional Financial Advisors, LLC 31,235$1,484,0001.38%
Strategic Family Wealth Counselors, L.L.C. 43,609$2,112,0001.18%
PATTON ALBERTSON MILLER GROUP, LLC 86,002$4,166,0001.18%
View complete list of ISHARES TR shareholders