Watermark Asset Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 152 filers reported holding ISHARES TR in Q1 2019. 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 Q1 2019
NameSharesValueWeighting ↓
RESTON WEALTH MANAGEMENT LLC 136,685$5,239,0004.20%
Planning Solutions Group LLC 176,245$6,708,0003.59%
SlateStone Wealth, LLC 278,545$10,601,0003.26%
PATTON ALBERTSON MILLER GROUP, LLC 156,228$5,946,0003.01%
TIEDEMANN ADVISORS, LLC 1,618,523$61,589,0002.90%
Madrona Financial Services, LLC 67,217$2,558,0002.80%
Weaver Consulting Group 176,293$6,786,0001.91%
Darwin Wealth Management, LLC 147,889$5,629,0001.85%
Madden Advisory Services, Inc. 73,676$2,804,0001.50%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 91,270$3,474,0001.08%
View complete list of ISHARES TR shareholders