ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 169 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $790,000 | +6.6% | 19,746 | +5.3% | 0.06% | -21.1% |
| Q3 2021 | $741,000 | +1.0% | 18,759 | +1.7% | 0.07% | -22.0% |
| Q2 2021 | $734,000 | -7.3% | 18,440 | -10.0% | 0.09% | -16.5% |
| Q1 2021 | $792,000 | -23.7% | 20,482 | -23.6% | 0.11% | -31.0% |
| Q4 2020 | $1,038,000 | +10.7% | 26,799 | +6.2% | 0.16% | -8.1% |
| Q3 2020 | $938,000 | +13.4% | 25,230 | +11.1% | 0.17% | +12.4% |
| Q2 2020 | $827,000 | -0.7% | 22,719 | -7.9% | 0.15% | -12.1% |
| Q1 2020 | $833,000 | +3.6% | 24,660 | +11.1% | 0.17% | +24.3% |
| Q4 2019 | $804,000 | +2.2% | 22,191 | +0.6% | 0.14% | -2.8% |
| Q3 2019 | $787,000 | +1.4% | 22,057 | +0.5% | 0.14% | +5.9% |
| Q2 2019 | $776,000 | -6.5% | 21,937 | -8.8% | 0.14% | -6.2% |
| Q1 2019 | $830,000 | +4.1% | 24,041 | -1.2% | 0.14% | -2.0% |
| Q4 2018 | $797,000 | +20.0% | 24,345 | +25.3% | 0.15% | +29.8% |
| Q3 2018 | $664,000 | -0.2% | 19,424 | -0.7% | 0.11% | +0.9% |
| Q2 2018 | $665,000 | -0.4% | 19,555 | +0.3% | 0.11% | 0.0% |
| Q1 2018 | $668,000 | -6.7% | 19,505 | -5.6% | 0.11% | -5.0% |
| Q4 2017 | $716,000 | +9.0% | 20,658 | +8.4% | 0.12% | +5.3% |
| Q3 2017 | $657,000 | +26.6% | 19,058 | +24.7% | 0.11% | +48.7% |
| Q2 2017 | $519,000 | +7.2% | 15,285 | +5.2% | 0.08% | +11.8% |
| Q1 2017 | $484,000 | +19.8% | 14,527 | +16.9% | 0.07% | +17.2% |
| Q4 2016 | $404,000 | -1.2% | 12,423 | +1.3% | 0.06% | -3.3% |
| Q3 2016 | $409,000 | +7.6% | 12,262 | +5.9% | 0.06% | 0.0% |
| Q2 2016 | $380,000 | -2.1% | 11,577 | -3.7% | 0.06% | -14.3% |
| Q1 2016 | $388,000 | -3.5% | 12,026 | -5.3% | 0.07% | -20.5% |
| Q4 2015 | $402,000 | +5.0% | 12,698 | +4.3% | 0.09% | +2.3% |
| Q3 2015 | $383,000 | -11.5% | 12,171 | -8.9% | 0.09% | -4.4% |
| Q2 2015 | $433,000 | -8.3% | 13,356 | -6.5% | 0.09% | -10.0% |
| Q1 2015 | $472,000 | +12.4% | 14,281 | +10.8% | 0.10% | +4.2% |
| Q4 2014 | $420,000 | +7.1% | 12,893 | +6.6% | 0.10% | +5.5% |
| Q3 2014 | $392,000 | 0.0% | 12,090 | +2.0% | 0.09% | +2.2% |
| Q2 2014 | $392,000 | +11.7% | 11,852 | +9.5% | 0.09% | +4.7% |
| Q1 2014 | $351,000 | +2.3% | 10,825 | -1.0% | 0.08% | -3.4% |
| Q3 2013 | $343,000 | +3.9% | 10,938 | +2.1% | 0.09% | -4.3% |
| Q2 2013 | $330,000 | – | 10,713 | – | 0.09% | – |
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% |