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 | $3,679 | -2.9% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,789 | +1.4% | 108 | +1.9% | 0.00% | 0.0% |
| Q1 2023 | $3,738 | -3.8% | 106 | -8.6% | 0.00% | 0.0% |
| Q4 2022 | $3,886 | -2.8% | 116 | +0.9% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 115 | +0.9% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -20.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | +25.0% | 114 | +0.9% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 113 | -91.1% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | -84.6% | 1,265 | +88.2% | 0.00% | -88.9% |
| Q4 2020 | $26,000 | +4.0% | 672 | +0.9% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | -44.4% | 666 | -46.0% | 0.01% | -47.1% |
| Q2 2020 | $45,000 | +7.1% | 1,234 | -1.6% | 0.02% | -10.5% |
| Q1 2020 | $42,000 | +27.3% | 1,254 | +39.2% | 0.02% | +35.7% |
| Q4 2019 | $33,000 | – | 901 | – | 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% |