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 | $17,608,778 | -3.6% | 518,500 | 0.0% | 2.90% | +4.7% |
| Q2 2023 | $18,271,940 | +0.8% | 518,500 | 0.0% | 2.77% | -2.9% |
| Q1 2023 | $18,126,760 | +4.0% | 518,500 | 0.0% | 2.85% | -2.6% |
| Q4 2022 | $17,426,785 | -99.9% | 518,500 | 0.0% | 2.93% | -4.9% |
| Q3 2022 | $16,913,470,000 | -5.6% | 518,500 | 0.0% | 3.08% | +1.4% |
| Q2 2022 | $17,924,545,000 | – | 518,500 | – | 3.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 233,588 | $7,850,878 | 3.79% |
| Allen Capital Group, LLC | 101,390 | $3,407,702 | 3.37% |
| Archvest Wealth Advisors, Inc. | 101,390 | $3,407,702 | 3.37% |
| WNY Asset Management, LLC | 356,328 | $11,976,196 | 3.24% |
| Investment Advisory Group, LLC | 154,533 | $5,193,849 | 3.19% |
| Weaver Consulting Group | 182,602 | $6,137,249 | 3.13% |
| Thrive Capital Management, LLC | 138,044 | $4,639,646 | 3.03% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $17,426,785 | 2.93% |
| Affiance Financial, LLC | 159,885 | $5,373,735 | 2.18% |
| Sargent Bickham Lagudis LLC | 405,007 | $13,612,299 | 1.12% |