Watermark Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 158 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Watermark Asset Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$58,000
+1.8%
1,631
+7.7%
0.03%
+12.5%
Q3 2018$57,000
-1.7%
1,515
-1.8%
0.02%
-4.0%
Q2 2018$58,0000.0%1,542
+0.2%
0.02%
+4.2%
Q1 2018$58,0000.0%1,539
+0.9%
0.02%0.0%
Q4 2017$58,000
+100.0%
1,525
+100.7%
0.02%
+84.6%
Q3 2017$29,000
+3.6%
7600.0%0.01%0.0%
Q2 2017$28,0000.0%7600.0%0.01%0.0%
Q1 2017$28,0007600.01%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Weaver Consulting Group 184,080$7,952,0004.96%
IronBridge Private Wealth, LLC 115,465$4,988,0003.69%
RESTON WEALTH MANAGEMENT LLC 130,445$5,635,0003.20%
Beacon Financial Advisory LLC 107,915$4,661,0003.03%
TIEDEMANN ADVISORS, LLC 1,408,391$60,839,0002.94%
ARQ WEALTH ADVISORS, LLC 107,906$4,662,0002.93%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 173,998$7,517,0002.85%
Thrive Capital Management, LLC 57,340$2,477,0002.64%
FURE FINANCIAL CORP 71,088$3,071,0002.18%
Trilogy Capital Inc. 532,533$23,005,0001.88%
View complete list of ISHARES TR shareholders