ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 63 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $8,543,000 | +7.7% | 262,608 | +10.5% | 0.00% | 0.0% |
| Q3 2016 | $7,933,000 | +29.6% | 237,663 | +27.4% | 0.00% | 0.0% |
| Q2 2016 | $6,120,000 | +19.8% | 186,514 | +17.9% | 0.00% | 0.0% |
| Q1 2016 | $5,107,000 | +35.1% | 158,203 | +32.4% | 0.00% | 0.0% |
| Q4 2015 | $3,781,000 | +3.8% | 119,507 | +3.2% | 0.00% | 0.0% |
| Q3 2015 | $3,642,000 | +7.9% | 115,768 | +11.4% | 0.00% | 0.0% |
| Q2 2015 | $3,374,000 | +9.7% | 103,960 | +11.6% | 0.00% | – |
| Q1 2015 | $3,077,000 | +24.5% | 93,178 | +22.9% | 0.00% | – |
| Q4 2014 | $2,472,000 | +44.9% | 75,842 | +44.3% | 0.00% | – |
| Q3 2014 | $1,706,000 | +28.1% | 52,551 | +30.5% | 0.00% | – |
| Q2 2014 | $1,332,000 | +62.4% | 40,257 | +59.0% | 0.00% | – |
| Q1 2014 | $820,000 | +183.7% | 25,319 | +180.4% | 0.00% | – |
| Q4 2013 | $289,000 | – | 9,028 | – | 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% |