ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 161 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,261 | -3.5% | 332 | +0.3% | 0.02% | -16.7% |
| Q2 2023 | $11,665 | +0.8% | 331 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $11,572 | +4.0% | 331 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $11,125 | +1.1% | 331 | 0.0% | 0.02% | -5.0% |
| Q3 2022 | $11,000 | 0.0% | 331 | 0.0% | 0.02% | +11.1% |
| Q2 2022 | $11,000 | -8.3% | 331 | 0.0% | 0.02% | +5.9% |
| Q1 2022 | $12,000 | +50.0% | 331 | +57.6% | 0.02% | +70.0% |
| Q4 2021 | $8,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $8,000 | 0.0% | 210 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $8,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $8,000 | +100.0% | 210 | +100.0% | 0.01% | +83.3% |
| Q4 2020 | $4,000 | 0.0% | 105 | 0.0% | 0.01% | -14.3% |
| Q3 2020 | $4,000 | -63.6% | 105 | -65.6% | 0.01% | -69.6% |
| Q2 2020 | $11,000 | – | 305 | – | 0.02% | – |
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% |