ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 37 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $70,000 | 0.0% | 2,000 | 0.0% | 0.02% | +4.2% |
| Q3 2014 | $70,000 | +159.3% | 2,000 | +166.7% | 0.02% | +166.7% |
| Q2 2014 | $27,000 | -20.6% | 750 | -25.0% | 0.01% | +28.6% |
| Q1 2014 | $34,000 | +100.0% | 1,000 | +100.0% | 0.01% | 0.0% |
| Q4 2013 | $17,000 | 0.0% | 500 | 0.0% | 0.01% | -22.2% |
| Q3 2013 | $17,000 | +6.2% | 500 | 0.0% | 0.01% | -18.2% |
| Q2 2013 | $16,000 | – | 500 | – | 0.01% | – |
Download | ||||||
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% |