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 2019 | $315,000 | +1.6% | 8,705 | 0.0% | 0.03% | -11.8% |
| Q3 2019 | $310,000 | +0.6% | 8,705 | 0.0% | 0.03% | +3.0% |
| Q2 2019 | $308,000 | +2.7% | 8,705 | 0.0% | 0.03% | -13.2% |
| Q1 2019 | $300,000 | +5.3% | 8,705 | 0.0% | 0.04% | -11.6% |
| Q4 2018 | $285,000 | -4.4% | 8,705 | 0.0% | 0.04% | -6.5% |
| Q3 2018 | $298,000 | -14.6% | 8,705 | -15.3% | 0.05% | -17.9% |
| Q2 2018 | $349,000 | -2.2% | 10,275 | -1.5% | 0.06% | -20.0% |
| Q1 2018 | $357,000 | +18.2% | 10,428 | +19.8% | 0.07% | +11.1% |
| Q4 2017 | $302,000 | +0.7% | 8,705 | 0.0% | 0.06% | -11.3% |
| Q3 2017 | $300,000 | +1.4% | 8,705 | 0.0% | 0.07% | +1.4% |
| Q2 2017 | $296,000 | +2.1% | 8,705 | 0.0% | 0.07% | -16.7% |
| Q1 2017 | $290,000 | +2.5% | 8,705 | 0.0% | 0.08% | -7.7% |
| Q4 2016 | $283,000 | -2.7% | 8,705 | 0.0% | 0.09% | -7.1% |
| Q3 2016 | $291,000 | +1.7% | 8,705 | 0.0% | 0.10% | +1.0% |
| Q2 2016 | $286,000 | +1.8% | 8,705 | 0.0% | 0.10% | +4.3% |
| Q1 2016 | $281,000 | – | 8,705 | – | 0.09% | – |
Download | ||||||
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% |