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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $71,592 | +5.3% | 2,048 | +1.3% | 0.03% | 0.0% |
| Q4 2022 | $67,962 | +4.6% | 2,022 | +1.7% | 0.03% | -6.1% |
| Q3 2022 | $65,000 | -1.5% | 1,988 | +4.3% | 0.03% | +37.5% |
| Q2 2022 | $66,000 | -12.0% | 1,906 | -4.2% | 0.02% | -70.7% |
| Q1 2022 | $75,000 | -10.7% | 1,990 | -5.5% | 0.08% | +32.3% |
| Q4 2021 | $84,000 | -18.4% | 2,106 | -19.5% | 0.06% | -24.4% |
| Q3 2021 | $103,000 | -17.6% | 2,616 | -16.4% | 0.08% | -26.1% |
| Q2 2021 | $125,000 | +16.8% | 3,128 | +12.9% | 0.11% | 0.0% |
| Q1 2021 | $107,000 | -25.7% | 2,770 | -25.4% | 0.11% | -19.0% |
| Q4 2020 | $144,000 | – | 3,714 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 233,588 | $7,850,878 | 3.79% |
| Allen Capital Group, LLC | 101,390 | $3,407,702 | 3.37% |
| Archvest Wealth Advisors, Inc. | 101,390 | $3,407,702 | 3.37% |
| WNY Asset Management, LLC | 356,328 | $11,976,196 | 3.24% |
| Investment Advisory Group, LLC | 154,533 | $5,193,849 | 3.19% |
| Weaver Consulting Group | 182,602 | $6,137,249 | 3.13% |
| Thrive Capital Management, LLC | 138,044 | $4,639,646 | 3.03% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $17,426,785 | 2.93% |
| Affiance Financial, LLC | 159,885 | $5,373,735 | 2.18% |
| Sargent Bickham Lagudis LLC | 405,007 | $13,612,299 | 1.12% |