ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 159 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $278,167 | -41.5% | 8,348 | -38.4% | 0.02% | -40.0% |
| Q2 2023 | $475,467 | +0.6% | 13,554 | +0.5% | 0.02% | -10.7% |
| Q1 2023 | $472,788 | +91.6% | 13,493 | +91.2% | 0.03% | +86.7% |
| Q4 2022 | $246,791 | +5.9% | 7,057 | -0.6% | 0.02% | -11.8% |
| Q3 2022 | $233,000 | -8.3% | 7,100 | +0.1% | 0.02% | -5.6% |
| Q2 2022 | $254,000 | -34.0% | 7,092 | -35.2% | 0.02% | -37.9% |
| Q1 2022 | $385,000 | -6.8% | 10,942 | +0.9% | 0.03% | 0.0% |
| Q4 2021 | $413,000 | -5.5% | 10,845 | -0.7% | 0.03% | -6.5% |
| Q3 2021 | $437,000 | -48.3% | 10,926 | -48.2% | 0.03% | 0.0% |
| Q2 2021 | $846,000 | +50.0% | 21,108 | +47.4% | 0.03% | -34.0% |
| Q1 2021 | $564,000 | +1.3% | 14,316 | +0.3% | 0.05% | -11.3% |
| Q4 2020 | $557,000 | +68.8% | 14,276 | +60.4% | 0.05% | +35.9% |
| Q3 2020 | $330,000 | – | 8,899 | – | 0.04% | – |
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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% |