ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 59 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,302,000 | +4.6% | 66,777 | +3.1% | 0.01% | 0.0% |
| Q2 2017 | $2,201,000 | +37.3% | 64,782 | +34.7% | 0.01% | +27.3% |
| Q1 2017 | $1,603,000 | +18.4% | 48,082 | +15.5% | 0.01% | +10.0% |
| Q4 2016 | $1,354,000 | -21.0% | 41,622 | -18.9% | 0.01% | -28.6% |
| Q3 2016 | $1,713,000 | +21.0% | 51,311 | +18.9% | 0.01% | +16.7% |
| Q2 2016 | $1,416,000 | +11.8% | 43,144 | +9.9% | 0.01% | +9.1% |
| Q1 2016 | $1,267,000 | +16.8% | 39,240 | +14.4% | 0.01% | +10.0% |
| Q4 2015 | $1,085,000 | -18.5% | 34,291 | -19.0% | 0.01% | -28.6% |
| Q3 2015 | $1,332,000 | +210.5% | 42,331 | +220.2% | 0.01% | +250.0% |
| Q2 2015 | $429,000 | -12.6% | 13,221 | -11.1% | 0.00% | -20.0% |
| Q1 2015 | $491,000 | +47.0% | 14,874 | +45.2% | 0.01% | +25.0% |
| Q4 2014 | $334,000 | +3.1% | 10,246 | +2.6% | 0.00% | 0.0% |
| Q3 2014 | $324,000 | -9.0% | 9,991 | -7.2% | 0.00% | 0.0% |
| Q2 2014 | $356,000 | -8.0% | 10,769 | -10.0% | 0.00% | -20.0% |
| Q1 2014 | $387,000 | +12.5% | 11,959 | +11.3% | 0.01% | 0.0% |
| Q4 2013 | $344,000 | -2.5% | 10,747 | -4.4% | 0.01% | -16.7% |
| Q3 2013 | $353,000 | -0.3% | 11,238 | -2.5% | 0.01% | 0.0% |
| Q2 2013 | $354,000 | – | 11,524 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 259,257 | $8,804,643 | 3.84% |
| Archvest Wealth Advisors, Inc. | 214,257 | $7,417,017 | 3.03% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $17,608,778 | 2.90% |
| Investment Advisory Group, LLC | 147,765 | $5,018,243 | 2.61% |
| Weaver Consulting Group | 164,891 | $5,599,873 | 2.53% |
| Thrive Capital Management, LLC | 125,623 | $4,266,275 | 2.36% |
| Consilium Wealth Advisory, LLC | 77,038 | $2,616,292 | 1.83% |
| Gainplan LLC | 12,974 | $440,610 | 0.61% |
| RDA Financial Network | 32,475 | $1,102,883 | 0.48% |
| Camarda Financial Advisors, LLC | 19,487 | $661,807 | 0.43% |