ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 39 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $34,146 | +1.4% | 845 | 0.0% | 0.00% | – |
| Q1 2023 | $33,682 | -52.0% | 845 | -54.2% | 0.00% | -100.0% |
| Q4 2022 | $70,128 | +29.9% | 1,845 | +25.1% | 0.00% | 0.0% |
| Q1 2020 | $54,000 | -79.1% | 1,475 | -79.6% | 0.00% | -83.3% |
| Q1 2015 | $258,000 | +1.2% | 7,246 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $255,000 | +0.8% | 7,246 | 0.0% | 0.01% | +20.0% |
| Q3 2014 | $253,000 | -48.8% | 7,246 | -47.6% | 0.01% | -50.0% |
| Q2 2014 | $494,000 | +2.7% | 13,820 | 0.0% | 0.01% | +11.1% |
| Q1 2014 | $481,000 | +1.5% | 13,820 | 0.0% | 0.01% | -30.8% |
| Q4 2013 | $474,000 | +2.8% | 13,820 | 0.0% | 0.01% | -7.1% |
| Q3 2013 | $461,000 | – | 13,820 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Thrive Capital Management, LLC | 190,477 | $8,661,000 | 5.64% |
| Compass Ion Advisors, LLC | 323,609 | $14,715,000 | 4.73% |
| Weaver Consulting Group | 181,467 | $8,251,000 | 3.97% |
| TIEDEMANN ADVISORS, LLC | 1,517,044 | $68,990,000 | 3.36% |
| Investment Advisory Group, LLC | 107,389 | $4,702,000 | 3.01% |
| FURE FINANCIAL CORP | 76,058 | $3,458,000 | 2.40% |
| Beacon Financial Advisory LLC | 104,542 | $4,754,000 | 2.20% |
| Weitzel Financial Services, Inc. | 65,876 | $2,995,381,000 | 1.81% |
| RESTON WEALTH MANAGEMENT LLC | 52,151 | $2,371,000 | 1.15% |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 71,417 | $3,247,000 | 1.11% |