ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 125 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $35,000 | +9.4% | 810 | 0.0% | 0.01% | -18.2% |
| Q2 2020 | $32,000 | +6.7% | 810 | 0.0% | 0.01% | -8.3% |
| Q1 2020 | $30,000 | -9.1% | 810 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $33,000 | +3.1% | 810 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $32,000 | 0.0% | 810 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $32,000 | +3.2% | 810 | 0.0% | 0.01% | -7.7% |
| Q1 2019 | $31,000 | +6.9% | 810 | 0.0% | 0.01% | -13.3% |
| Q4 2018 | $29,000 | -6.5% | 810 | 0.0% | 0.02% | +7.1% |
| Q3 2018 | $31,000 | +3.3% | 810 | 0.0% | 0.01% | -17.6% |
| Q2 2018 | $30,000 | 0.0% | 810 | 0.0% | 0.02% | -5.6% |
| Q1 2018 | $30,000 | 0.0% | 810 | 0.0% | 0.02% | -18.2% |
| Q4 2017 | $30,000 | – | 810 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 162,262 | $6,972,000 | 4.21% |
| Weaver Consulting Group | 178,010 | $7,649,000 | 3.71% |
| TIEDEMANN ADVISORS, LLC | 1,530,555 | $65,766,000 | 3.34% |
| Investment Advisory Group, LLC | 108,788 | $4,677,000 | 2.84% |
| Weitzel Financial Services, Inc. | 82,420 | $3,541,587,000 | 2.26% |
| Beacon Financial Advisory LLC | 83,204 | $3,575,000 | 1.71% |
| Sweet Financial Partners, LLC | 131,235 | $5,639,000 | 1.51% |
| RESTON WEALTH MANAGEMENT LLC | 52,372 | $2,250,000 | 1.15% |
| Fort Henry Capital, LLC | 26,960 | $1,158,000 | 1.00% |
| WIN ADVISORS, INC | 68,996 | $2,965,000 | 0.78% |