ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 91 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $204,000 | -72.9% | 4,558 | -78.0% | 0.12% | -75.4% |
| Q4 2019 | $752,000 | +1.8% | 20,742 | +0.1% | 0.49% | -5.9% |
| Q3 2019 | $739,000 | -9.2% | 20,731 | -9.8% | 0.52% | -12.2% |
| Q2 2019 | $814,000 | +0.5% | 22,992 | -2.0% | 0.60% | +2.1% |
| Q1 2019 | $810,000 | -1.9% | 23,455 | -14.1% | 0.58% | -19.0% |
| Q4 2018 | $826,000 | -19.3% | 27,307 | -8.7% | 0.72% | -12.0% |
| Q3 2018 | $1,023,000 | -1.8% | 29,907 | -2.4% | 0.82% | -11.6% |
| Q2 2018 | $1,042,000 | -8.2% | 30,648 | -7.5% | 0.93% | -11.8% |
| Q1 2018 | $1,135,000 | -6.3% | 33,141 | -5.2% | 1.05% | -6.1% |
| Q4 2017 | $1,211,000 | – | 34,945 | – | 1.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 210,350 | $7,353,823 | 3.49% |
| Archvest Wealth Advisors, Inc. | 106,803 | $3,733,817 | 3.31% |
| WNY Asset Management, LLC | 382,554 | $13,374,143 | 3.18% |
| Thrive Capital Management, LLC | 139,464 | $4,843,571 | 3.06% |
| Investment Advisory Group, LLC | 148,554 | $5,193,449 | 2.99% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $18,126,760 | 2.85% |
| Weaver Consulting Group | 175,107 | $6,121,734 | 2.80% |
| MANGROVE PARTNERS IM, LLC | 270,253 | $9,448,045 | 0.62% |
| RDA Financial Network | 34,873 | $1,219,160 | 0.56% |
| GeoWealth Management, LLC | 132,494 | $4,632 | 0.54% |