ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 110 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $206,000 | -16.3% | 6,322 | -11.2% | 0.02% | -14.8% |
| Q2 2022 | $246,000 | -23.4% | 7,122 | -16.3% | 0.03% | -12.9% |
| Q1 2022 | $321,000 | -5.6% | 8,514 | 0.0% | 0.03% | -3.1% |
| Q4 2021 | $340,000 | -6.1% | 8,514 | -7.2% | 0.03% | -17.9% |
| Q3 2021 | $362,000 | -0.8% | 9,176 | 0.0% | 0.04% | +2.6% |
| Q2 2021 | $365,000 | +2.8% | 9,176 | 0.0% | 0.04% | -9.5% |
| Q1 2021 | $355,000 | +38.7% | 9,176 | +38.9% | 0.04% | +31.2% |
| Q4 2020 | $256,000 | +4.1% | 6,606 | 0.0% | 0.03% | -11.1% |
| Q3 2020 | $246,000 | +2.1% | 6,606 | 0.0% | 0.04% | -7.7% |
| Q2 2020 | $241,000 | +8.1% | 6,606 | 0.0% | 0.04% | -9.3% |
| Q1 2020 | $223,000 | -6.7% | 6,606 | 0.0% | 0.04% | +10.3% |
| Q4 2019 | $239,000 | -81.7% | 6,606 | -85.3% | 0.04% | +143.8% |
| Q3 2018 | $1,306,000 | 0.0% | 45,031 | +1.6% | 0.02% | +6.7% |
| Q2 2018 | $1,306,000 | – | 44,313 | – | 0.02% | – |
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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% |