ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 93 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $8,545,000 | -3.7% | 235,789 | -5.2% | 4.84% | -9.3% |
| Q3 2019 | $8,870,000 | -2.7% | 248,746 | -3.4% | 5.33% | -5.5% |
| Q2 2019 | $9,114,000 | -4.2% | 257,524 | -6.6% | 5.64% | -8.0% |
| Q1 2019 | $9,515,000 | +118837.5% | 275,635 | +118198.3% | 6.14% | +122640.0% |
| Q3 2018 | $8,000 | 0.0% | 233 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 233 | 0.0% | 0.01% | -84.8% |
| Q1 2018 | $8,000 | -98.6% | 233 | -98.6% | 0.03% | -92.2% |
| Q4 2017 | $583,000 | -96.8% | 16,841 | -96.8% | 0.42% | -96.9% |
| Q3 2017 | $18,271,000 | – | 529,598 | – | 13.59% | – |
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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% |