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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $262,000 | -28.8% | 7,397 | -30.7% | 0.04% | -39.1% |
| Q1 2019 | $368,000 | +31.9% | 10,667 | +28.9% | 0.06% | +8.5% |
| Q4 2018 | $279,000 | -94.2% | 8,273 | -94.2% | 0.06% | -95.0% |
| Q3 2018 | $4,851,000 | +11.9% | 141,883 | +11.3% | 1.18% | +2.3% |
| Q2 2018 | $4,334,000 | – | 127,471 | – | 1.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 210,350 | $7,353,823 | 3.49% |
| Archvest Wealth Advisors, Inc. | 106,803 | $3,733,817 | 3.31% |
| WNY Asset Management, LLC | 382,554 | $13,374,143 | 3.18% |
| Thrive Capital Management, LLC | 139,464 | $4,843,571 | 3.06% |
| Investment Advisory Group, LLC | 148,554 | $5,193,449 | 2.99% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $18,126,760 | 2.85% |
| Weaver Consulting Group | 175,107 | $6,121,734 | 2.80% |
| MANGROVE PARTNERS IM, LLC | 270,253 | $9,448,045 | 0.62% |
| RDA Financial Network | 34,873 | $1,219,160 | 0.56% |
| GeoWealth Management, LLC | 132,494 | $4,632 | 0.54% |