ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 120 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $22,508 | -19.3% | 690 | -14.5% | 0.00% | 0.0% |
| Q2 2022 | $27,898 | -8.2% | 807 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $30,400 | -5.8% | 807 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $32,288 | -7.8% | 807 | -9.0% | 0.00% | 0.0% |
| Q3 2021 | $35,037 | -0.8% | 887 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $35,303 | +3.0% | 887 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $34,283 | +265.6% | 887 | +266.5% | 0.00% | – |
| Q4 2020 | $9,378 | -79.7% | 242 | -80.5% | 0.00% | -100.0% |
| Q3 2020 | $46,165 | -15.2% | 1,242 | -17.0% | 0.00% | -25.0% |
| Q2 2020 | $54,458 | -6.1% | 1,496 | -12.8% | 0.00% | -20.0% |
| Q1 2020 | $57,966 | -31.9% | 1,716 | -26.9% | 0.01% | -16.7% |
| Q4 2019 | $85,128 | +117.8% | 2,349 | +114.3% | 0.01% | +100.0% |
| Q3 2019 | $39,083 | -44.7% | 1,096 | -45.1% | 0.00% | -50.0% |
| Q2 2019 | $70,638 | +2.5% | 1,996 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $68,902 | +5.5% | 1,996 | 0.0% | 0.01% | -25.0% |
| Q4 2018 | $65,309 | -34.1% | 1,996 | -31.2% | 0.01% | -27.3% |
| Q3 2018 | $99,151 | +78.1% | 2,900 | +77.2% | 0.01% | +37.5% |
| Q2 2018 | $55,658 | -0.8% | 1,637 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $56,084 | -1.1% | 1,637 | 0.0% | 0.01% | -11.1% |
| Q4 2017 | $56,722 | – | 1,637 | – | 0.01% | – |
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% |