ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 159 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $332 | -83.0% | 9 | -83.0% | 0.00% | – |
| Q1 2024 | $1,952 | +5322.2% | 53 | +5200.0% | 0.00% | – |
| Q4 2023 | $36 | -97.7% | 1 | -97.8% | 0.00% | – |
| Q3 2023 | $1,562 | -20.8% | 46 | -17.9% | 0.00% | – |
| Q2 2023 | $1,973 | +197200.0% | 56 | +36.6% | 0.00% | – |
| Q1 2023 | $1 | -80.0% | 41 | -72.8% | 0.00% | – |
| Q4 2022 | $5 | – | 151 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 407,686 | $16,312,000 | 6.92% |
| Investment Advisory Group, LLC | 171,680 | $6,587,000 | 4.22% |
| Weaver Consulting Group | 214,434 | $8,579,000 | 4.13% |
| Thrive Capital Management, LLC | 142,223 | $5,690,000 | 3.71% |
| Archvest Wealth Advisors, Inc. | 84,023 | $3,362,000 | 2.91% |
| Trilogy Capital Inc. | 941,786 | $37,681,000 | 2.83% |
| Madrona Financial Services, LLC | 164,716 | $6,590,000 | 2.79% |
| Peregrine Asset Advisers, Inc. | 140,998 | $5,641,000 | 2.30% |
| HARRELL INVESTMENT PARTNERS, LLC | 165,837 | $6,635,000 | 2.04% |
| Vigilare Wealth Management | 85,291 | $3,412,000 | 2.02% |