ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 39 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $572,000 | -32.1% | 17,424 | -33.3% | 0.09% | +5.6% |
| Q1 2016 | $843,000 | +10.8% | 26,121 | +8.7% | 0.09% | +9.9% |
| Q4 2015 | $761,000 | +11.1% | 24,040 | +10.4% | 0.08% | +3.8% |
| Q3 2015 | $685,000 | -15.5% | 21,784 | -12.8% | 0.08% | -9.3% |
| Q2 2015 | $811,000 | +1.2% | 24,977 | +2.9% | 0.09% | 0.0% |
| Q1 2015 | $801,000 | +10.5% | 24,262 | +9.2% | 0.09% | +4.9% |
| Q4 2014 | $725,000 | +11.2% | 22,225 | +10.7% | 0.08% | +5.1% |
| Q3 2014 | $652,000 | +35.3% | 20,075 | +37.7% | 0.08% | +30.0% |
| Q2 2014 | $482,000 | +49.2% | 14,581 | +46.0% | 0.06% | +30.4% |
| Q1 2014 | $323,000 | – | 9,985 | – | 0.05% | – |
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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% |