ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $232,000 | -61.3% | 7,125 | -59.0% | 0.01% | -57.1% |
| Q2 2022 | $600,000 | -43.2% | 17,366 | -38.0% | 0.02% | -34.4% |
| Q1 2022 | $1,056,000 | -6.0% | 28,030 | -0.2% | 0.03% | +3.2% |
| Q4 2021 | $1,124,000 | -20.8% | 28,098 | -21.8% | 0.03% | -27.9% |
| Q3 2021 | $1,420,000 | +5.0% | 35,946 | +5.7% | 0.04% | +7.5% |
| Q2 2021 | $1,353,000 | +11.3% | 33,993 | +8.0% | 0.04% | +2.6% |
| Q1 2021 | $1,216,000 | +17.5% | 31,473 | +17.8% | 0.04% | +11.4% |
| Q4 2020 | $1,035,000 | +2.9% | 26,717 | -1.3% | 0.04% | -12.5% |
| Q3 2020 | $1,006,000 | -31.0% | 27,076 | -32.4% | 0.04% | -37.5% |
| Q2 2020 | $1,459,000 | +37.1% | 40,068 | +27.2% | 0.06% | +1.6% |
| Q1 2020 | $1,064,000 | +45.0% | 31,491 | +55.5% | 0.06% | +103.2% |
| Q4 2019 | $734,000 | +7.2% | 20,255 | +5.4% | 0.03% | -6.1% |
| Q3 2019 | $685,000 | +0.9% | 19,210 | +0.1% | 0.03% | -5.7% |
| Q2 2019 | $679,000 | -5.7% | 19,184 | -8.0% | 0.04% | -14.6% |
| Q1 2019 | $720,000 | -10.6% | 20,861 | -15.2% | 0.04% | -30.5% |
| Q4 2018 | $805,000 | -32.5% | 24,611 | -29.4% | 0.06% | -15.7% |
| Q3 2018 | $1,192,000 | +24.2% | 34,872 | +23.5% | 0.07% | +9.4% |
| Q2 2018 | $960,000 | -3.2% | 28,241 | -2.5% | 0.06% | -12.3% |
| Q1 2018 | $992,000 | -1.7% | 28,968 | -0.5% | 0.07% | -6.4% |
| Q4 2017 | $1,009,000 | +63.8% | 29,128 | +63.2% | 0.08% | +52.9% |
| Q3 2017 | $616,000 | -8.1% | 17,852 | -9.5% | 0.05% | -19.0% |
| Q2 2017 | $670,000 | +2.1% | 19,719 | +0.2% | 0.06% | -1.6% |
| Q1 2017 | $656,000 | +11.9% | 19,678 | +9.2% | 0.06% | 0.0% |
| Q4 2016 | $586,000 | +0.2% | 18,023 | +2.8% | 0.06% | -7.2% |
| Q3 2016 | $585,000 | -26.9% | 17,526 | -28.1% | 0.07% | -33.7% |
| Q2 2016 | $800,000 | -0.4% | 24,372 | -2.1% | 0.10% | -5.5% |
| Q1 2016 | $803,000 | +0.2% | 24,883 | -1.7% | 0.11% | -1.8% |
| Q4 2015 | $801,000 | – | 25,308 | – | 0.11% | – |
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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% |