ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 120 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $30,800 | +24.7% | 881 | +19.9% | 0.00% | 0.0% |
| Q4 2022 | $24,703 | -92.2% | 735 | -91.2% | 0.00% | -88.9% |
| Q1 2022 | $316,000 | -85.2% | 8,377 | -84.3% | 0.01% | -85.2% |
| Q4 2021 | $2,137,000 | +21.9% | 53,420 | +20.4% | 0.06% | +8.9% |
| Q3 2021 | $1,753,000 | -59.5% | 44,381 | -59.2% | 0.06% | -59.1% |
| Q2 2021 | $4,328,000 | +7.5% | 108,734 | +4.4% | 0.14% | -8.7% |
| Q1 2021 | $4,025,000 | -1.7% | 104,146 | -1.4% | 0.15% | -8.5% |
| Q4 2020 | $4,094,000 | +10.4% | 105,642 | +5.9% | 0.16% | -6.3% |
| Q3 2020 | $3,710,000 | +8.4% | 99,803 | +6.2% | 0.18% | -6.9% |
| Q2 2020 | $3,422,000 | +37.9% | 93,975 | +27.9% | 0.19% | +16.0% |
| Q1 2020 | $2,481,000 | -8.1% | 73,460 | -1.4% | 0.16% | +14.1% |
| Q4 2019 | $2,700,000 | +195.1% | 74,498 | +188.0% | 0.14% | +153.6% |
| Q3 2019 | $915,000 | 0.0% | 25,868 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $915,000 | +6000.0% | 25,868 | +5846.7% | 0.06% | +5500.0% |
| Q1 2019 | $15,000 | +7.1% | 435 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | -36.4% | 435 | -31.8% | 0.00% | -50.0% |
| Q3 2018 | $22,000 | +214.3% | 638 | +214.3% | 0.00% | +100.0% |
| Q2 2018 | $7,000 | 0.0% | 203 | +1.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | 0.0% | 201 | +0.5% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | – | 200 | – | 0.00% | – |
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% |