ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 63 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $109,000 | -32.3% | 2,722 | -33.3% | 0.01% | -37.5% |
| Q3 2021 | $161,000 | -23.3% | 4,079 | -22.6% | 0.01% | -27.3% |
| Q2 2021 | $210,000 | +3.4% | 5,268 | +0.1% | 0.01% | 0.0% |
| Q1 2021 | $203,000 | -22.5% | 5,262 | -22.3% | 0.01% | -31.2% |
| Q4 2020 | $262,000 | +4.4% | 6,770 | +0.4% | 0.02% | -5.9% |
| Q3 2020 | $251,000 | +146.1% | 6,746 | +140.2% | 0.02% | +142.9% |
| Q2 2020 | $102,000 | +3300.0% | 2,809 | +3204.7% | 0.01% | – |
| Q3 2019 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q3 2017 | $3,000 | – | 85 | – | 0.00% | – |
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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% |