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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,721,000 | +5.5% | 107,186 | +0.6% | 1.13% | -4.8% |
| Q4 2018 | $3,528,000 | -7.9% | 106,580 | -4.9% | 1.19% | -2.7% |
| Q3 2018 | $3,831,000 | -3.8% | 112,036 | -4.4% | 1.22% | -7.7% |
| Q2 2018 | $3,983,000 | -9.7% | 117,211 | -9.0% | 1.32% | -11.6% |
| Q1 2018 | $4,413,000 | -12.3% | 128,874 | -10.5% | 1.49% | -11.4% |
| Q4 2017 | $5,030,000 | +32.2% | 143,920 | +30.4% | 1.68% | +24.4% |
| Q3 2017 | $3,806,000 | -0.5% | 110,392 | -1.0% | 1.36% | -5.0% |
| Q2 2017 | $3,824,000 | -4.5% | 111,479 | -7.2% | 1.43% | -9.1% |
| Q1 2017 | $4,004,000 | +19.0% | 120,126 | +16.2% | 1.57% | +9.7% |
| Q4 2016 | $3,364,000 | +10.6% | 103,422 | +13.5% | 1.43% | +9.9% |
| Q3 2016 | $3,042,000 | -8.3% | 91,122 | -9.9% | 1.30% | -14.1% |
| Q2 2016 | $3,319,000 | -3.6% | 101,146 | -5.2% | 1.51% | -7.2% |
| Q1 2016 | $3,442,000 | +0.9% | 106,641 | -1.1% | 1.63% | -0.5% |
| Q4 2015 | $3,411,000 | -0.7% | 107,798 | -1.3% | 1.64% | +1.4% |
| Q3 2015 | $3,435,000 | -13.0% | 109,186 | -10.3% | 1.62% | -11.7% |
| Q2 2015 | $3,950,000 | +0.6% | 121,670 | +2.3% | 1.83% | -1.8% |
| Q1 2015 | $3,926,000 | +525.2% | 118,886 | +516.1% | 1.86% | +495.8% |
| Q4 2014 | $628,000 | – | 19,298 | – | 0.31% | – |
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% |