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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $268,000 | -80.4% | 7,348 | -81.9% | 0.06% | -84.6% |
| Q1 2020 | $1,369,000 | -11.8% | 40,521 | -5.4% | 0.39% | +9.6% |
| Q4 2019 | $1,552,000 | -8.8% | 42,830 | -10.2% | 0.36% | -28.6% |
| Q3 2019 | $1,701,000 | +0.5% | 47,687 | -0.2% | 0.50% | +4.4% |
| Q2 2019 | $1,692,000 | -2.3% | 47,803 | -4.7% | 0.48% | -10.5% |
| Q1 2019 | $1,732,000 | +6.9% | 50,183 | +1.3% | 0.53% | -28.6% |
| Q4 2018 | $1,620,000 | – | 49,520 | – | 0.74% | – |
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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% |