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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371 | -45.0% | 10,920 | -43.0% | 0.00% | -50.0% |
| Q2 2023 | $675 | +95.7% | 19,159 | +93.9% | 0.00% | +100.0% |
| Q1 2023 | $345 | -9.4% | 9,882 | -12.9% | 0.00% | -33.3% |
| Q4 2022 | $381 | -99.9% | 11,348 | -3.4% | 0.00% | 0.0% |
| Q3 2022 | $383,000 | -21.7% | 11,745 | -17.0% | 0.00% | -25.0% |
| Q2 2022 | $489,000 | -16.7% | 14,153 | -9.2% | 0.00% | 0.0% |
| Q1 2022 | $587,000 | +4.6% | 15,594 | +11.2% | 0.00% | 0.0% |
| Q4 2021 | $561,000 | -8.0% | 14,022 | -9.2% | 0.00% | -20.0% |
| Q3 2021 | $610,000 | +14.0% | 15,443 | +14.9% | 0.01% | +25.0% |
| Q2 2021 | $535,000 | +13.3% | 13,438 | +10.1% | 0.00% | -20.0% |
| Q1 2021 | $472,000 | -36.5% | 12,210 | -36.3% | 0.01% | -37.5% |
| Q4 2020 | $743,000 | -32.5% | 19,183 | -35.2% | 0.01% | -42.9% |
| Q3 2020 | $1,100,000 | +21.5% | 29,606 | +19.1% | 0.01% | +16.7% |
| Q2 2020 | $905,000 | +40.1% | 24,850 | +30.0% | 0.01% | +9.1% |
| Q1 2020 | $646,000 | -21.8% | 19,110 | -16.2% | 0.01% | -8.3% |
| Q4 2019 | $826,000 | +34.3% | 22,802 | +32.1% | 0.01% | +20.0% |
| Q3 2019 | $615,000 | -28.0% | 17,260 | -28.5% | 0.01% | -16.7% |
| Q2 2019 | $854,000 | +14.5% | 24,126 | +11.6% | 0.01% | 0.0% |
| Q1 2019 | $746,000 | +29.7% | 21,623 | +23.1% | 0.01% | +20.0% |
| Q4 2018 | $575,000 | +46.3% | 17,564 | +52.7% | 0.01% | +42.9% |
| Q3 2018 | $393,000 | +23.2% | 11,502 | +22.6% | 0.01% | 0.0% |
| Q2 2018 | $319,000 | +18.1% | 9,385 | +19.2% | 0.01% | +16.7% |
| Q1 2018 | $270,000 | +9.8% | 7,875 | +11.1% | 0.01% | +20.0% |
| Q4 2017 | $246,000 | +6.5% | 7,088 | +5.8% | 0.01% | 0.0% |
| Q3 2017 | $231,000 | -10.5% | 6,698 | -11.7% | 0.01% | 0.0% |
| Q2 2017 | $258,000 | – | 7,583 | – | 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% |