ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 21 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $321,000 | -58.6% | 9,883 | -57.9% | 0.00% | -100.0% |
| Q2 2014 | $776,000 | -28.8% | 23,473 | -30.2% | 0.00% | 0.0% |
| Q1 2014 | $1,090,000 | +150.6% | 33,643 | +147.4% | 0.00% | – |
| Q4 2013 | $435,000 | -7.4% | 13,600 | -9.2% | 0.00% | – |
| Q3 2013 | $470,000 | -11.3% | 14,982 | -13.1% | 0.00% | -100.0% |
| Q2 2013 | $530,000 | – | 17,238 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 4,645,253 | $151,528,000 | 13.58% |
| Curran Financial Partners, LLC | 449,559 | $14,665,000 | 7.44% |
| Weaver Consulting Group | 202,889 | $6,618,000 | 3.80% |
| Investment Advisory Group, LLC | 167,741 | $5,472,000 | 3.80% |
| Thrive Capital Management, LLC | 159,485 | $5,202,000 | 3.52% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $16,913,470,000 | 3.08% |
| Archvest Wealth Advisors, Inc. | 85,528 | $2,790,000 | 2.86% |
| LFS ASSET MANAGEMENT | 64,681 | $2,110,000 | 2.13% |
| YARGER WEALTH STRATEGIES, LLC | 35,194 | $1,148,000 | 1.52% |
| Financial Advisors, LLC | 135,013 | $4,372,000 | 1.52% |