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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $244,400 | +3.1% | 7,272 | 0.0% | 0.05% | -8.6% |
| Q3 2022 | $237,000 | -5.6% | 7,272 | 0.0% | 0.06% | +5.5% |
| Q2 2022 | $251,000 | -8.4% | 7,272 | 0.0% | 0.06% | 0.0% |
| Q1 2022 | $274,000 | -5.8% | 7,272 | 0.0% | 0.06% | -6.8% |
| Q4 2021 | $291,000 | -55.7% | 7,272 | -56.3% | 0.06% | -59.6% |
| Q3 2021 | $657,000 | -0.8% | 16,640 | 0.0% | 0.15% | 0.0% |
| Q2 2021 | $662,000 | +3.0% | 16,640 | 0.0% | 0.15% | -1.4% |
| Q1 2021 | $643,000 | -0.3% | 16,640 | 0.0% | 0.15% | -7.5% |
| Q4 2020 | $645,000 | +4.2% | 16,640 | 0.0% | 0.16% | -8.0% |
| Q3 2020 | $619,000 | +0.3% | 16,640 | -1.8% | 0.17% | +2.4% |
| Q2 2020 | $617,000 | +8.1% | 16,942 | +0.1% | 0.17% | -1.7% |
| Q1 2020 | $571,000 | -6.7% | 16,917 | +0.2% | 0.17% | +21.8% |
| Q4 2019 | $612,000 | -49.1% | 16,887 | -49.9% | 0.14% | -2.1% |
| Q3 2019 | $1,202,000 | +101.7% | 33,732 | +100.3% | 0.14% | +4.3% |
| Q2 2019 | $596,000 | +2.8% | 16,839 | +0.2% | 0.14% | -2.8% |
| Q1 2019 | $580,000 | -14.3% | 16,812 | -18.8% | 0.14% | -24.7% |
| Q4 2018 | $677,000 | -4.2% | 20,704 | +0.1% | 0.19% | -5.0% |
| Q3 2018 | $707,000 | -3.2% | 20,677 | -3.7% | 0.20% | -8.7% |
| Q2 2018 | $730,000 | -31.7% | 21,480 | -31.2% | 0.22% | -34.0% |
| Q1 2018 | $1,069,000 | -0.5% | 31,208 | +0.7% | 0.33% | -5.1% |
| Q4 2017 | $1,074,000 | +12.8% | 30,982 | +12.2% | 0.35% | +19.9% |
| Q3 2017 | $952,000 | +1.5% | 27,614 | 0.0% | 0.29% | -10.7% |
| Q2 2017 | $938,000 | +55.8% | 27,614 | +52.9% | 0.33% | +53.5% |
| Q1 2017 | $602,000 | +2.6% | 18,059 | 0.0% | 0.21% | -4.1% |
| Q4 2016 | $587,000 | -10.2% | 18,059 | -7.9% | 0.22% | -5.9% |
| Q3 2016 | $654,000 | +1.7% | 19,600 | 0.0% | 0.24% | +0.9% |
| Q2 2016 | $643,000 | -75.9% | 19,600 | -76.3% | 0.23% | -75.9% |
| Q1 2016 | $2,673,000 | – | 82,804 | – | 0.97% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 210,350 | $7,353,823 | 3.49% |
| Archvest Wealth Advisors, Inc. | 106,803 | $3,733,817 | 3.31% |
| WNY Asset Management, LLC | 382,554 | $13,374,143 | 3.18% |
| Thrive Capital Management, LLC | 139,464 | $4,843,571 | 3.06% |
| Investment Advisory Group, LLC | 148,554 | $5,193,449 | 2.99% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $18,126,760 | 2.85% |
| Weaver Consulting Group | 175,107 | $6,121,734 | 2.80% |
| MANGROVE PARTNERS IM, LLC | 270,253 | $9,448,045 | 0.62% |
| RDA Financial Network | 34,873 | $1,219,160 | 0.56% |
| GeoWealth Management, LLC | 132,494 | $4,632 | 0.54% |