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 2015 | $232,000 | -2.5% | 7,371 | +0.4% | 0.13% | +11.9% |
| Q2 2015 | $238,000 | +126.7% | 7,338 | +130.2% | 0.12% | +151.1% |
| Q2 2014 | $105,000 | +7.1% | 3,187 | +5.7% | 0.05% | +6.8% |
| Q1 2014 | $98,000 | +2.1% | 3,014 | 0.0% | 0.04% | -2.2% |
| Q4 2013 | $96,000 | -55.8% | 3,014 | -56.5% | 0.04% | -59.5% |
| Q3 2013 | $217,000 | -23.0% | 6,925 | -24.5% | 0.11% | -14.0% |
| Q2 2013 | $282,000 | – | 9,173 | – | 0.13% | – |
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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% |