ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 99 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $658,312 | -0.7% | 17,828 | -1.0% | 0.26% | -3.4% |
| Q1 2024 | $663,252 | -0.9% | 18,011 | -2.8% | 0.27% | -6.9% |
| Q4 2023 | $669,527 | +1.2% | 18,521 | -5.0% | 0.29% | -32.6% |
| Q3 2023 | $661,807 | -7.0% | 19,487 | -3.5% | 0.43% | +20.3% |
| Q2 2023 | $711,319 | +2055.5% | 20,185 | +1878.9% | 0.36% | +810.3% |
| Q4 2018 | $33,000 | -5.7% | 1,020 | +0.8% | 0.04% | -2.5% |
| Q3 2018 | $35,000 | +2.9% | 1,012 | 0.0% | 0.04% | +11.1% |
| Q2 2018 | $34,000 | -17.1% | 1,012 | -15.2% | 0.04% | -14.3% |
| Q1 2018 | $41,000 | -2.4% | 1,194 | -1.7% | 0.04% | -16.0% |
| Q4 2017 | $42,000 | – | 1,215 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 407,686 | $16,312,000 | 6.92% |
| Investment Advisory Group, LLC | 171,680 | $6,587,000 | 4.22% |
| Weaver Consulting Group | 214,434 | $8,579,000 | 4.13% |
| Thrive Capital Management, LLC | 142,223 | $5,690,000 | 3.71% |
| Archvest Wealth Advisors, Inc. | 84,023 | $3,362,000 | 2.91% |
| Trilogy Capital Inc. | 941,786 | $37,681,000 | 2.83% |
| Madrona Financial Services, LLC | 164,716 | $6,590,000 | 2.79% |
| Peregrine Asset Advisers, Inc. | 140,998 | $5,641,000 | 2.30% |
| HARRELL INVESTMENT PARTNERS, LLC | 165,837 | $6,635,000 | 2.04% |
| Vigilare Wealth Management | 85,291 | $3,412,000 | 2.02% |