ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 32 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $251,311 | -6.9% | 7,400 | -3.4% | 0.00% | – |
| Q2 2023 | $269,923 | -2.4% | 7,660 | -3.1% | 0.00% | – |
| Q1 2023 | $276,468 | -93.0% | 7,908 | -93.2% | 0.00% | -100.0% |
| Q4 2022 | $3,930,334 | +575.3% | 116,939 | +555.6% | 0.01% | +500.0% |
| Q3 2022 | $582,000 | -79.6% | 17,837 | -78.4% | 0.00% | -75.0% |
| Q2 2022 | $2,854,000 | +70.3% | 82,568 | +85.6% | 0.00% | +100.0% |
| Q1 2022 | $1,676,000 | +43.7% | 44,493 | +52.7% | 0.00% | 0.0% |
| Q4 2021 | $1,166,000 | +75.6% | 29,147 | +73.4% | 0.00% | +100.0% |
| Q3 2021 | $664,000 | +4.6% | 16,810 | +5.3% | 0.00% | 0.0% |
| Q2 2021 | $635,000 | +4.3% | 15,960 | +1.3% | 0.00% | 0.0% |
| Q1 2021 | $609,000 | +3.0% | 15,760 | +3.3% | 0.00% | 0.0% |
| Q4 2020 | $591,000 | -1.7% | 15,260 | -5.7% | 0.00% | 0.0% |
| Q3 2020 | $601,000 | -1.0% | 16,175 | -3.0% | 0.00% | 0.0% |
| Q2 2020 | $607,000 | +17.2% | 16,670 | +8.7% | 0.00% | 0.0% |
| Q1 2020 | $518,000 | -15.6% | 15,330 | -9.5% | 0.00% | 0.0% |
| Q4 2019 | $614,000 | +15.2% | 16,938 | +13.1% | 0.00% | 0.0% |
| Q3 2019 | $533,000 | +0.8% | 14,971 | +0.2% | 0.00% | 0.0% |
| Q2 2019 | $529,000 | +5.2% | 14,947 | +2.8% | 0.00% | 0.0% |
| Q1 2019 | $503,000 | -56.6% | 14,534 | -58.9% | 0.00% | -75.0% |
| Q4 2018 | $1,158,000 | +135.4% | 35,402 | +146.2% | 0.00% | +300.0% |
| Q3 2018 | $492,000 | -12.1% | 14,382 | -12.6% | 0.00% | -50.0% |
| Q2 2018 | $560,000 | -5.2% | 16,458 | -4.5% | 0.00% | 0.0% |
| Q1 2018 | $591,000 | +168.6% | 17,227 | +170.6% | 0.00% | +100.0% |
| Q4 2017 | $220,000 | -53.0% | 6,366 | -53.2% | 0.00% | -50.0% |
| Q3 2017 | $468,000 | +26.5% | 13,597 | +19.7% | 0.00% | 0.0% |
| Q4 2016 | $370,000 | +6.3% | 11,360 | +8.0% | 0.00% | -33.3% |
| Q2 2014 | $348,000 | -42.0% | 10,517 | -43.2% | 0.00% | -50.0% |
| Q1 2014 | $600,000 | – | 18,509 | – | 0.01% | – |
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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% |