ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 162 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $815,000 | -9.6% | 24,988 | -4.3% | 0.96% | +46.9% |
| Q2 2022 | $902,000 | -26.7% | 26,100 | -20.0% | 0.66% | +4.5% |
| Q1 2022 | $1,230,000 | -78.2% | 32,643 | -76.8% | 0.63% | -72.6% |
| Q4 2021 | $5,641,000 | +0.9% | 140,998 | -0.4% | 2.30% | -19.6% |
| Q3 2021 | $5,593,000 | -1.4% | 141,583 | -0.7% | 2.86% | +10.5% |
| Q2 2021 | $5,675,000 | +3.7% | 142,600 | +0.7% | 2.58% | -7.2% |
| Q1 2021 | $5,475,000 | -1.0% | 141,661 | -0.8% | 2.79% | +7.8% |
| Q4 2020 | $5,531,000 | +3.4% | 142,732 | -0.8% | 2.58% | -12.1% |
| Q3 2020 | $5,350,000 | +2.2% | 143,920 | +0.1% | 2.94% | -0.9% |
| Q2 2020 | $5,233,000 | +28.6% | 143,714 | +19.3% | 2.97% | -3.2% |
| Q1 2020 | $4,068,000 | – | 120,435 | – | 3.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 233,588 | $7,850,878 | 3.79% |
| Allen Capital Group, LLC | 101,390 | $3,407,702 | 3.37% |
| Archvest Wealth Advisors, Inc. | 101,390 | $3,407,702 | 3.37% |
| WNY Asset Management, LLC | 356,328 | $11,976,196 | 3.24% |
| Investment Advisory Group, LLC | 154,533 | $5,193,849 | 3.19% |
| Weaver Consulting Group | 182,602 | $6,137,249 | 3.13% |
| Thrive Capital Management, LLC | 138,044 | $4,639,646 | 3.03% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $17,426,785 | 2.93% |
| Affiance Financial, LLC | 159,885 | $5,373,735 | 2.18% |
| Sargent Bickham Lagudis LLC | 405,007 | $13,612,299 | 1.12% |