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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $706,000 | -7.0% | 21,707 | -4.5% | 0.02% | -11.5% |
| Q3 2016 | $759,000 | +6.3% | 22,727 | +4.4% | 0.03% | 0.0% |
| Q2 2016 | $714,000 | +45.7% | 21,767 | +43.5% | 0.03% | +23.8% |
| Q1 2016 | $490,000 | -4.1% | 15,173 | -6.0% | 0.02% | -8.7% |
| Q4 2015 | $511,000 | +150.5% | 16,142 | +148.3% | 0.02% | +43.8% |
| Q3 2015 | $204,000 | -1.9% | 6,500 | +1.4% | 0.02% | +6.7% |
| Q2 2015 | $208,000 | -8.8% | 6,410 | -7.2% | 0.02% | -6.2% |
| Q1 2015 | $228,000 | +51.0% | 6,910 | +49.2% | 0.02% | 0.0% |
| Q4 2014 | $151,000 | -40.3% | 4,630 | -40.6% | 0.02% | -48.4% |
| Q3 2014 | $253,000 | +93.1% | 7,800 | +97.5% | 0.03% | +72.2% |
| Q2 2014 | $131,000 | -41.5% | 3,950 | -42.8% | 0.02% | +12.5% |
| Q1 2014 | $224,000 | +103.6% | 6,900 | +100.0% | 0.02% | -5.9% |
| Q4 2013 | $110,000 | +124.5% | 3,450 | +122.6% | 0.02% | +88.9% |
| Q3 2013 | $49,000 | -9.3% | 1,550 | -11.4% | 0.01% | -18.2% |
| Q2 2013 | $54,000 | – | 1,750 | – | 0.01% | – |
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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% |