ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 128 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $371,743 | -18.6% | 10,946 | -15.5% | 0.00% | -25.0% |
| Q2 2023 | $456,731 | +5.1% | 12,961 | +4.3% | 0.00% | 0.0% |
| Q1 2023 | $434,601 | -17.1% | 12,431 | -20.3% | 0.00% | -20.0% |
| Q4 2022 | $524,062 | +45.2% | 15,592 | +40.9% | 0.01% | -28.6% |
| Q3 2022 | $361,000 | -19.8% | 11,063 | -15.1% | 0.01% | 0.0% |
| Q2 2022 | $450,000 | -16.0% | 13,029 | -8.4% | 0.01% | -12.5% |
| Q1 2022 | $536,000 | -0.4% | 14,220 | +5.8% | 0.01% | 0.0% |
| Q4 2021 | $538,000 | -5.3% | 13,443 | -6.5% | 0.01% | -11.1% |
| Q3 2021 | $568,000 | +7.8% | 14,380 | +8.5% | 0.01% | +12.5% |
| Q2 2021 | $527,000 | -15.3% | 13,249 | -17.7% | 0.01% | -33.3% |
| Q1 2021 | $622,000 | -24.1% | 16,102 | -23.8% | 0.01% | -25.0% |
| Q4 2020 | $819,000 | +124.4% | 21,145 | +115.5% | 0.02% | -46.7% |
| Q3 2020 | $365,000 | – | 9,814 | – | 0.03% | – |
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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% |