ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 98 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $236,000 | +4.9% | 6,077 | +0.4% | 0.13% | -10.7% |
| Q3 2020 | $225,000 | -99.9% | 6,051 | +0.2% | 0.15% | 0.0% |
| Q2 2020 | $224,427,000 | +72530.1% | 6,039 | -33.9% | 0.15% | -40.6% |
| Q1 2020 | $309,000 | -21.2% | 9,141 | -15.4% | 0.25% | -3.5% |
| Q4 2019 | $392,000 | -12.5% | 10,809 | -13.9% | 0.26% | -20.5% |
| Q3 2019 | $448,000 | -20.4% | 12,561 | -21.1% | 0.33% | -20.6% |
| Q2 2019 | $563,000 | +75.4% | 15,912 | +71.4% | 0.41% | +68.2% |
| Q1 2019 | $321,000 | -13.9% | 9,285 | -18.6% | 0.24% | -22.2% |
| Q4 2018 | $373,000 | -22.6% | 11,406 | -19.1% | 0.32% | -14.2% |
| Q3 2018 | $482,000 | +7.1% | 14,102 | +6.6% | 0.37% | +4.3% |
| Q2 2018 | $450,000 | -45.2% | 13,229 | -44.8% | 0.35% | -44.7% |
| Q1 2018 | $821,000 | -4.8% | 23,967 | -3.6% | 0.64% | -2.9% |
| Q4 2017 | $862,000 | -5.9% | 24,874 | -6.3% | 0.66% | -8.5% |
| Q3 2017 | $916,000 | -12.8% | 26,553 | -14.1% | 0.72% | -13.9% |
| Q2 2017 | $1,050,000 | -1.4% | 30,901 | -3.3% | 0.83% | +0.5% |
| Q1 2017 | $1,065,000 | +7.5% | 31,957 | +4.9% | 0.83% | +7.0% |
| Q4 2016 | $991,000 | -9.2% | 30,470 | -6.9% | 0.77% | -9.0% |
| Q3 2016 | $1,092,000 | +4.1% | 32,712 | +2.3% | 0.85% | +3.2% |
| Q2 2016 | $1,049,000 | +14.4% | 31,966 | +12.5% | 0.82% | +3.0% |
| Q1 2016 | $917,000 | +0.8% | 28,407 | -1.3% | 0.80% | +31.3% |
| Q4 2015 | $910,000 | -9.5% | 28,771 | -10.0% | 0.61% | -15.6% |
| Q3 2015 | $1,006,000 | -0.6% | 31,966 | +2.5% | 0.72% | +3.6% |
| Q2 2015 | $1,012,000 | -1.9% | 31,188 | -0.2% | 0.70% | +7.7% |
| Q1 2015 | $1,032,000 | +3.0% | 31,256 | +1.7% | 0.65% | -12.2% |
| Q4 2014 | $1,002,000 | – | 30,722 | – | 0.74% | – |
Download | ||||||
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% |