ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $937 | +14.1% | 27,600 | +18.5% | 0.00% | +100.0% |
| Q2 2023 | $821 | -30.3% | 23,300 | -30.9% | 0.00% | -50.0% |
| Q1 2023 | $1,178 | +3.7% | 33,700 | -0.3% | 0.00% | 0.0% |
| Q4 2022 | $1,136 | -99.5% | 33,800 | +369.4% | 0.00% | – |
| Q2 2022 | $249,000 | -79.9% | 7,200 | -78.1% | 0.00% | -100.0% |
| Q1 2022 | $1,239,000 | +44.7% | 32,900 | +53.7% | 0.00% | 0.0% |
| Q4 2021 | $856,000 | – | 21,400 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 210,350 | $7,353,823 | 3.49% |
| Archvest Wealth Advisors, Inc. | 106,803 | $3,733,817 | 3.31% |
| WNY Asset Management, LLC | 382,554 | $13,374,143 | 3.18% |
| Thrive Capital Management, LLC | 139,464 | $4,843,571 | 3.06% |
| Investment Advisory Group, LLC | 148,554 | $5,193,449 | 2.99% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $18,126,760 | 2.85% |
| Weaver Consulting Group | 175,107 | $6,121,734 | 2.80% |
| MANGROVE PARTNERS IM, LLC | 270,253 | $9,448,045 | 0.62% |
| RDA Financial Network | 34,873 | $1,219,160 | 0.56% |
| GeoWealth Management, LLC | 132,494 | $4,632 | 0.54% |