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 | $1,539,181 | +30.0% | 45,322 | +34.9% | 0.00% | – |
| Q2 2023 | $1,184,240 | +2.7% | 33,605 | +1.9% | 0.00% | – |
| Q1 2023 | $1,152,771 | -56.6% | 32,974 | -58.3% | 0.00% | -100.0% |
| Q4 2022 | $2,658,013 | +53.6% | 79,084 | +49.0% | 0.00% | – |
| Q3 2022 | $1,731,000 | +365.3% | 53,065 | +392.8% | 0.00% | – |
| Q2 2022 | $372,000 | -69.2% | 10,769 | -64.7% | 0.00% | – |
| Q3 2021 | $1,206,000 | -34.3% | 30,529 | -33.9% | 0.00% | – |
| Q2 2021 | $1,837,000 | +69.8% | 46,165 | +65.3% | 0.00% | – |
| Q4 2020 | $1,082,000 | -52.9% | 27,936 | -54.8% | 0.00% | – |
| Q3 2020 | $2,296,000 | +915.9% | 61,760 | +895.2% | 0.00% | – |
| Q2 2020 | $226,000 | -52.2% | 6,206 | -55.7% | 0.00% | – |
| Q1 2020 | $473,000 | -90.1% | 13,996 | -89.6% | 0.00% | -100.0% |
| Q2 2019 | $4,782,000 | +996.8% | 135,129 | +969.9% | 0.00% | – |
| Q1 2019 | $436,000 | -58.3% | 12,630 | -60.5% | 0.00% | – |
| Q4 2018 | $1,045,000 | +63.8% | 31,940 | +71.1% | 0.00% | – |
| Q3 2018 | $638,000 | -53.3% | 18,668 | -53.6% | 0.00% | – |
| Q2 2018 | $1,367,000 | +413.9% | 40,199 | +424.2% | 0.00% | – |
| Q4 2017 | $266,000 | +19.8% | 7,669 | +12.4% | 0.00% | – |
| Q4 2016 | $222,000 | -83.1% | 6,824 | -82.6% | 0.00% | -100.0% |
| Q3 2016 | $1,312,000 | +45.8% | 39,313 | +37.7% | 0.00% | – |
| Q3 2015 | $900,000 | +273.4% | 28,548 | +284.7% | 0.00% | – |
| Q3 2014 | $241,000 | -45.2% | 7,420 | -44.2% | 0.00% | – |
| Q2 2014 | $440,000 | +2.6% | 13,302 | +0.3% | 0.00% | – |
| Q1 2014 | $429,000 | -50.3% | 13,260 | -52.8% | 0.00% | – |
| Q2 2013 | $864,000 | – | 28,111 | – | 0.00% | – |
Download | ||||||
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% |