ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $362,938 | -3.6% | 10,687 | 0.0% | 0.05% | -10.7% |
| Q2 2023 | $376,607 | -25.9% | 10,687 | -26.5% | 0.06% | -25.3% |
| Q1 2023 | $508,507 | +101.0% | 14,545 | +87.3% | 0.08% | +97.4% |
| Q3 2022 | $253,000 | -4.9% | 7,765 | +0.7% | 0.04% | -2.6% |
| Q2 2022 | $266,000 | -4.0% | 7,709 | +0.2% | 0.04% | 0.0% |
| Q1 2022 | $277,000 | – | 7,695 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Darwin Wealth Management, LLC | 196,995 | $6,694,000 | 3.70% |
| Madden Advisory Services, Inc. | 165,044 | $5,608,000 | 3.70% |
| Madrona Financial Services, LLC | 59,888 | $2,035,000 | 2.06% |
| Barber Financial Group, Inc. | 177,525 | $6,032,000 | 1.96% |
| Live Your Vision, LLC | 111,479 | $3,824,000 | 1.43% |
| Stonehearth Capital Management, LLC | 30,901 | $1,050,000 | 0.83% |
| M Holdings Securities, Inc. | 50,850 | $1,728,000 | 0.59% |
| Sargent Bickham Lagudis LLC | 106,024 | $3,603,000 | 0.46% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 12,052 | $410,000 | 0.37% |
| Well Done, LLC | 27,614 | $938,000 | 0.33% |