ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 145 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,124 | -3.6% | 33,100 | 0.0% | 0.10% | -2.1% |
| Q2 2023 | $1,166 | +0.8% | 33,100 | 0.0% | 0.10% | -4.0% |
| Q1 2023 | $1,157 | +4.0% | 33,100 | 0.0% | 0.10% | -1.0% |
| Q4 2022 | $1,112 | -99.9% | 33,100 | 0.0% | 0.10% | -4.7% |
| Q3 2022 | $1,080,000 | -5.6% | 33,100 | 0.0% | 0.11% | +1.9% |
| Q2 2022 | $1,144,000 | -8.3% | 33,100 | 0.0% | 0.10% | +7.1% |
| Q1 2022 | $1,247,000 | -5.8% | 33,100 | 0.0% | 0.10% | -4.9% |
| Q4 2021 | $1,324,000 | +1.3% | 33,100 | 0.0% | 0.10% | -6.4% |
| Q3 2021 | $1,307,000 | -0.8% | 33,100 | 0.0% | 0.11% | +4.8% |
| Q2 2021 | $1,317,000 | +3.0% | 33,100 | 0.0% | 0.10% | -4.5% |
| Q1 2021 | $1,279,000 | +329.2% | 33,100 | +329.9% | 0.11% | +279.3% |
| Q4 2020 | $298,000 | -5.7% | 7,700 | -9.4% | 0.03% | -14.7% |
| Q3 2020 | $316,000 | -20.0% | 8,500 | -21.7% | 0.03% | -29.2% |
| Q2 2020 | $395,000 | +7.6% | 10,850 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $367,000 | -13.0% | 10,850 | -6.9% | 0.05% | +14.3% |
| Q4 2019 | $422,000 | +1.7% | 11,650 | 0.0% | 0.04% | -12.5% |
| Q3 2019 | $415,000 | – | 11,650 | – | 0.05% | – |
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% |