ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 141 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $120,562 | -23.6% | 3,550 | -20.7% | 0.00% | -25.0% |
| Q2 2023 | $157,840 | -1.5% | 4,479 | -2.3% | 0.00% | 0.0% |
| Q1 2023 | $160,207 | +6.4% | 4,583 | +2.3% | 0.00% | -20.0% |
| Q4 2022 | $150,539 | +2.4% | 4,479 | -0.2% | 0.01% | +25.0% |
| Q3 2022 | $147,000 | -14.5% | 4,489 | -9.8% | 0.00% | 0.0% |
| Q2 2022 | $172,000 | -10.9% | 4,975 | -2.8% | 0.00% | -20.0% |
| Q1 2022 | $193,000 | -22.2% | 5,118 | -17.4% | 0.01% | -28.6% |
| Q4 2021 | $248,000 | +1.2% | 6,193 | +0.0% | 0.01% | +16.7% |
| Q3 2021 | $245,000 | +3.8% | 6,192 | +4.1% | 0.01% | -14.3% |
| Q2 2021 | $236,000 | -41.3% | 5,948 | -42.7% | 0.01% | -50.0% |
| Q1 2021 | $402,000 | – | 10,388 | – | 0.01% | – |
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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% |