ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 95 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $88,000 | -81.4% | 2,264 | -81.5% | 0.00% | – |
| Q4 2020 | $473,000 | -13.7% | 12,205 | -17.2% | 0.00% | -100.0% |
| Q3 2020 | $548,000 | -15.8% | 14,740 | -17.5% | 0.00% | 0.0% |
| Q2 2020 | $651,000 | +202.8% | 17,877 | +180.8% | 0.00% | – |
| Q1 2020 | $215,000 | -20.7% | 6,367 | -14.8% | 0.00% | – |
| Q4 2019 | $271,000 | +125.8% | 7,469 | +122.7% | 0.00% | – |
| Q3 2019 | $120,000 | -86.7% | 3,354 | -88.3% | 0.00% | -100.0% |
| Q3 2015 | $904,000 | -3.0% | 28,714 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $932,000 | -1.7% | 28,714 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $948,000 | +1796.0% | 28,714 | +1779.2% | 0.00% | – |
| Q4 2014 | $50,000 | – | 1,528 | – | 0.00% | – |
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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% |