ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 95 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,600,000 | -14.5% | 99,343 | -15.9% | 0.02% | -19.4% |
| Q3 2019 | $4,212,000 | +6.9% | 118,154 | +6.1% | 0.03% | +3.3% |
| Q2 2019 | $3,941,000 | +46.0% | 111,343 | +42.4% | 0.03% | +36.4% |
| Q1 2019 | $2,700,000 | +13.4% | 78,214 | +7.5% | 0.02% | -4.3% |
| Q4 2018 | $2,382,000 | +3.7% | 72,766 | +8.4% | 0.02% | 0.0% |
| Q3 2018 | $2,296,000 | +16.6% | 67,147 | +15.9% | 0.02% | -14.8% |
| Q2 2018 | $1,969,000 | -3.9% | 57,915 | -3.1% | 0.03% | -3.6% |
| Q1 2018 | $2,049,000 | +12.4% | 59,785 | +13.7% | 0.03% | +16.7% |
| Q4 2017 | $1,823,000 | +505.6% | 52,603 | +501.9% | 0.02% | +380.0% |
| Q3 2017 | $301,000 | +0.7% | 8,740 | -0.6% | 0.01% | 0.0% |
| Q2 2017 | $299,000 | +41.0% | 8,789 | +38.3% | 0.01% | +25.0% |
| Q1 2017 | $212,000 | +23.3% | 6,354 | +20.1% | 0.00% | 0.0% |
| Q4 2016 | $172,000 | -2.8% | 5,292 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $177,000 | +35.1% | 5,292 | +32.3% | 0.00% | +33.3% |
| Q2 2016 | $131,000 | – | 4,000 | – | 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% |