ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 95 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,473 | -0.4% | 1,604 | +3.4% | 0.01% | 0.0% |
| Q2 2023 | $54,692 | +0.9% | 1,552 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $54,188 | +4.5% | 1,550 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $51,860 | +44.1% | 1,543 | +40.5% | 0.01% | +25.0% |
| Q3 2022 | $36,000 | -5.3% | 1,098 | +0.4% | 0.00% | 0.0% |
| Q2 2022 | $38,000 | -9.5% | 1,094 | -2.0% | 0.00% | +33.3% |
| Q1 2022 | $42,000 | -19.2% | 1,116 | -14.4% | 0.00% | 0.0% |
| Q4 2021 | $52,000 | -3.7% | 1,304 | -4.9% | 0.00% | -25.0% |
| Q3 2021 | $54,000 | -1.8% | 1,371 | -0.7% | 0.00% | 0.0% |
| Q2 2021 | $55,000 | +3.8% | 1,381 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $53,000 | -1.9% | 1,381 | -0.8% | 0.00% | 0.0% |
| Q4 2020 | $54,000 | +3.8% | 1,392 | -1.4% | 0.00% | 0.0% |
| Q3 2020 | $52,000 | +2.0% | 1,412 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $51,000 | +6.2% | 1,412 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $48,000 | -15.8% | 1,412 | -10.4% | 0.00% | -20.0% |
| Q4 2019 | $57,000 | -3.4% | 1,576 | -4.5% | 0.01% | 0.0% |
| Q3 2019 | $59,000 | +1.7% | 1,651 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $58,000 | +87.1% | 1,651 | +85.9% | 0.01% | +50.0% |
| Q1 2019 | $31,000 | +520.0% | 888 | +441.5% | 0.00% | +300.0% |
| Q4 2018 | $5,000 | -16.7% | 164 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $6,000 | -50.0% | 164 | -54.6% | 0.00% | -50.0% |
| Q2 2018 | $12,000 | – | 361 | – | 0.00% | – |
Download | ||||||
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% |