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 2022 | $224,000 | -10.8% | 5,945 | -5.4% | 0.02% | 0.0% |
| Q4 2021 | $251,000 | -24.6% | 6,284 | -24.9% | 0.02% | -55.8% |
| Q2 2021 | $333,000 | +8.1% | 8,366 | +5.2% | 0.04% | -8.5% |
| Q1 2021 | $308,000 | +6.9% | 7,949 | +6.8% | 0.05% | +11.9% |
| Q4 2020 | $288,000 | +4.3% | 7,443 | +0.4% | 0.04% | -8.7% |
| Q3 2020 | $276,000 | -16.9% | 7,416 | -24.5% | 0.05% | -39.5% |
| Q1 2020 | $332,000 | +13.3% | 9,825 | +21.7% | 0.08% | +55.1% |
| Q4 2019 | $293,000 | – | 8,075 | – | 0.05% | – |
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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% |