ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 96 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $15,000 | -68.8% | 425 | -70.1% | 0.01% | -75.0% |
| Q1 2018 | $48,000 | -4.0% | 1,423 | +0.1% | 0.04% | -2.7% |
| Q4 2017 | $50,000 | +2.0% | 1,422 | +0.4% | 0.04% | -15.9% |
| Q3 2017 | $49,000 | +2.1% | 1,416 | +0.2% | 0.04% | -12.0% |
| Q2 2017 | $48,000 | +77.8% | 1,413 | +76.6% | 0.05% | +78.6% |
| Q1 2017 | $27,000 | -41.3% | 800 | -43.3% | 0.03% | -55.6% |
| Q4 2016 | $46,000 | – | 1,410 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 407,686 | $16,312,000 | 6.92% |
| Investment Advisory Group, LLC | 171,680 | $6,587,000 | 4.22% |
| Weaver Consulting Group | 214,434 | $8,579,000 | 4.13% |
| Thrive Capital Management, LLC | 142,223 | $5,690,000 | 3.71% |
| Archvest Wealth Advisors, Inc. | 84,023 | $3,362,000 | 2.91% |
| Trilogy Capital Inc. | 941,786 | $37,681,000 | 2.83% |
| Madrona Financial Services, LLC | 164,716 | $6,590,000 | 2.79% |
| Peregrine Asset Advisers, Inc. | 140,998 | $5,641,000 | 2.30% |
| HARRELL INVESTMENT PARTNERS, LLC | 165,837 | $6,635,000 | 2.04% |
| Vigilare Wealth Management | 85,291 | $3,412,000 | 2.02% |