ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 159 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,523,000 | +3.2% | 230,640 | +9.3% | 0.83% | +4.1% |
| Q2 2022 | $7,293,000 | -33.8% | 210,968 | -27.8% | 0.80% | -30.7% |
| Q1 2022 | $11,009,000 | -34.8% | 292,243 | -30.7% | 1.15% | -29.4% |
| Q4 2021 | $16,884,000 | +182.0% | 421,984 | +178.4% | 1.63% | +154.6% |
| Q3 2021 | $5,987,000 | +148.8% | 151,558 | +144.1% | 0.64% | +47.6% |
| Q4 2020 | $2,406,000 | +133.6% | 62,091 | +124.1% | 0.43% | +153.2% |
| Q3 2020 | $1,030,000 | – | 27,703 | – | 0.17% | – |
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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% |