ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 169 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,420,574 | +3.1% | 130,160 | +6.9% | 0.01% | -12.5% |
| Q2 2023 | $4,289,729 | -6.3% | 121,764 | -7.0% | 0.01% | -11.1% |
| Q1 2023 | $4,577,603 | -2.7% | 130,932 | -6.5% | 0.01% | -10.0% |
| Q4 2022 | $4,706,956 | -9.4% | 140,046 | -12.1% | 0.01% | -16.7% |
| Q3 2022 | $5,198,000 | -16.4% | 159,338 | -11.3% | 0.01% | -14.3% |
| Q2 2022 | $6,214,000 | -16.0% | 179,701 | -11.0% | 0.01% | 0.0% |
| Q1 2022 | $7,402,000 | -11.3% | 201,998 | -3.2% | 0.01% | -12.5% |
| Q4 2021 | $8,344,000 | +0.3% | 208,575 | -1.0% | 0.02% | -5.9% |
| Q3 2021 | $8,322,000 | +12.5% | 210,707 | +13.3% | 0.02% | +6.2% |
| Q2 2021 | $7,399,000 | -7.0% | 185,897 | -9.7% | 0.02% | -15.8% |
| Q1 2021 | $7,956,000 | +15.0% | 205,860 | +15.3% | 0.02% | +5.6% |
| Q4 2020 | $6,918,000 | +4.0% | 178,501 | -0.3% | 0.02% | -10.0% |
| Q3 2020 | $6,653,000 | +7.0% | 178,954 | +4.8% | 0.02% | -4.8% |
| Q2 2020 | $6,219,000 | -8.8% | 170,835 | -15.3% | 0.02% | -25.0% |
| Q1 2020 | $6,817,000 | – | 201,790 | – | 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% |