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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $475,895 | +40.8% | 12,817 | +39.8% | 0.00% | – |
| Q1 2024 | $338,006 | +6.4% | 9,170 | +0.8% | 0.00% | – |
| Q4 2023 | $317,772 | -0.3% | 9,100 | 0.0% | 0.00% | – |
| Q3 2023 | $318,591 | -15.1% | 9,100 | -14.2% | 0.00% | – |
| Q2 2023 | $375,346 | +1.2% | 10,600 | 0.0% | 0.00% | – |
| Q1 2023 | $370,788 | +1.8% | 10,600 | -0.9% | 0.00% | – |
| Q4 2022 | $364,228 | +0.9% | 10,700 | +0.9% | 0.00% | – |
| Q3 2022 | $361,000 | +17950.0% | 10,600 | +21532.7% | 0.00% | – |
| Q1 2022 | $2,000 | -99.7% | 49 | -99.8% | 0.00% | -100.0% |
| Q3 2018 | $675,000 | +19.5% | 19,736 | +18.8% | 0.00% | – |
| Q2 2018 | $565,000 | -4.6% | 16,607 | -3.9% | 0.00% | -100.0% |
| Q1 2018 | $592,000 | +15.9% | 17,278 | +17.2% | 0.00% | – |
| Q4 2017 | $511,000 | -2.3% | 14,745 | -4.1% | 0.00% | -100.0% |
| Q2 2017 | $523,000 | -3.9% | 15,383 | -5.7% | 0.00% | 0.0% |
| Q1 2017 | $544,000 | -28.8% | 16,315 | -30.7% | 0.00% | 0.0% |
| Q4 2016 | $764,000 | +3.2% | 23,531 | +6.1% | 0.00% | 0.0% |
| Q3 2016 | $740,000 | +1.8% | 22,171 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $727,000 | -0.1% | 22,171 | -1.7% | 0.00% | 0.0% |
| Q1 2016 | $728,000 | +108.6% | 22,543 | +104.4% | 0.00% | – |
| Q4 2015 | $349,000 | -17.3% | 11,028 | -17.7% | 0.00% | -100.0% |
| Q3 2015 | $422,000 | -6.8% | 13,406 | -3.9% | 0.00% | 0.0% |
| Q2 2015 | $453,000 | +2.0% | 13,953 | +3.7% | 0.00% | 0.0% |
| Q1 2015 | $444,000 | +1.1% | 13,460 | -0.1% | 0.00% | – |
| Q4 2014 | $439,000 | -7.6% | 13,479 | -8.0% | 0.00% | -100.0% |
| Q3 2014 | $475,000 | +1596.4% | 14,645 | +1622.9% | 0.00% | – |
| Q2 2014 | $28,000 | – | 850 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 407,686 | $16,312,000 | 6.92% |
| Investment Advisory Group, LLC | 171,680 | $6,587,000 | 4.22% |
| Weaver Consulting Group | 214,434 | $8,579,000 | 4.13% |
| Thrive Capital Management, LLC | 142,223 | $5,690,000 | 3.71% |
| Archvest Wealth Advisors, Inc. | 84,023 | $3,362,000 | 2.91% |
| Trilogy Capital Inc. | 941,786 | $37,681,000 | 2.83% |
| Madrona Financial Services, LLC | 164,716 | $6,590,000 | 2.79% |
| Peregrine Asset Advisers, Inc. | 140,998 | $5,641,000 | 2.30% |
| HARRELL INVESTMENT PARTNERS, LLC | 165,837 | $6,635,000 | 2.04% |
| Vigilare Wealth Management | 85,291 | $3,412,000 | 2.02% |