ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 95 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 4,645,253 | $151,528,000 | 13.58% |
| Curran Financial Partners, LLC | 449,559 | $14,665,000 | 7.44% |
| Weaver Consulting Group | 202,889 | $6,618,000 | 3.80% |
| Investment Advisory Group, LLC | 167,741 | $5,472,000 | 3.80% |
| Thrive Capital Management, LLC | 159,485 | $5,202,000 | 3.52% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $16,913,470,000 | 3.08% |
| Archvest Wealth Advisors, Inc. | 85,528 | $2,790,000 | 2.86% |
| LFS ASSET MANAGEMENT | 64,681 | $2,110,000 | 2.13% |
| YARGER WEALTH STRATEGIES, LLC | 35,194 | $1,148,000 | 1.52% |
| Financial Advisors, LLC | 135,013 | $4,372,000 | 1.52% |