ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,690,943 | +380743.0% | 49,791 | +295.5% | 0.37% | +418.3% |
| Q2 2023 | $444 | +0.2% | 12,589 | -0.6% | 0.07% | -2.7% |
| Q1 2023 | $443 | -0.7% | 12,660 | -4.6% | 0.07% | -13.1% |
| Q4 2022 | $446 | -100.0% | 13,265 | -73.4% | 0.08% | -77.2% |
| Q3 2022 | $1,690,943 | +242.3% | 49,791 | +253.7% | 0.37% | +231.5% |
| Q2 2022 | $494,000 | -79.3% | 14,077 | -78.2% | 0.11% | -77.1% |
| Q1 2022 | $2,387,000 | – | 64,476 | – | 0.48% | – |
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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% |