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 | $235,214 | -8.1% | 6,926 | -9.1% | 0.00% | -75.0% |
| Q4 2022 | $255,974 | +3.2% | 7,616 | +15.5% | 0.01% | -11.1% |
| Q1 2022 | $248,000 | -25.5% | 6,596 | -27.9% | 0.01% | +28.6% |
| Q2 2020 | $333,000 | +56.3% | 9,143 | +45.7% | 0.01% | +600.0% |
| Q2 2018 | $213,000 | -23.4% | 6,276 | -22.7% | 0.00% | -50.0% |
| Q1 2018 | $278,000 | – | 8,121 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Darwin Wealth Management, LLC | 324,555 | $11,118,000 | 8.05% |
| Madden Advisory Services, Inc. | 183,119 | $6,273,000 | 3.80% |
| Live Your Vision, LLC | 128,874 | $4,413,000 | 1.49% |
| Delta Dental Plan of Michigan, Inc. | 131,343 | $4,500,000 | 1.39% |
| Barber Financial Group, Inc. | 127,053 | $4,353,000 | 1.16% |
| Madrona Financial Services, LLC | 39,929 | $1,368,000 | 1.09% |
| CENTAURUS FINANCIAL, INC. | 133,111 | $4,560,000 | 1.07% |
| MARINO, STRAM & ASSOCIATES LLC | 33,141 | $1,135,000 | 1.05% |
| Capital Advisory Group Advisory Services, LLC | 36,575 | $1,249,000 | 0.91% |
| PFG Advisors | 24,062 | $824,000 | 0.78% |