ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 150 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,837 | -3.6% | 378 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $13,321 | -76.3% | 378 | -76.5% | 0.00% | -75.0% |
| Q1 2023 | $56,213 | -76.2% | 1,608 | -77.2% | 0.01% | -78.4% |
| Q4 2022 | $236,612 | +425.8% | 7,040 | +412.0% | 0.04% | +428.6% |
| Q3 2022 | $45,000 | -85.4% | 1,375 | -84.6% | 0.01% | -85.7% |
| Q2 2022 | $308,000 | +470.4% | 8,903 | +523.5% | 0.05% | +600.0% |
| Q1 2022 | $54,000 | -5.3% | 1,428 | +1.1% | 0.01% | 0.0% |
| Q4 2021 | $57,000 | 0.0% | 1,413 | -1.7% | 0.01% | -12.5% |
| Q3 2021 | $57,000 | +1.8% | 1,437 | +2.2% | 0.01% | 0.0% |
| Q2 2021 | $56,000 | +3.7% | 1,406 | +0.7% | 0.01% | 0.0% |
| Q1 2021 | $54,000 | -40.7% | 1,396 | -40.3% | 0.01% | -46.7% |
| Q4 2020 | $91,000 | +5.8% | 2,340 | +1.6% | 0.02% | -6.2% |
| Q3 2020 | $86,000 | +2.4% | 2,303 | -0.7% | 0.02% | -11.1% |
| Q2 2020 | $84,000 | +7.7% | 2,319 | +0.8% | 0.02% | -14.3% |
| Q1 2020 | $78,000 | -7.1% | 2,301 | -1.2% | 0.02% | +10.5% |
| Q4 2019 | $84,000 | – | 2,330 | – | 0.02% | – |
Download | ||||||
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% |