ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,086 | -3.6% | 6,775 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $238,751 | +0.8% | 6,775 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $236,854 | +4.0% | 6,775 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $227,708 | +3.0% | 6,775 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $221,000 | -25.3% | 6,775 | -20.8% | 0.01% | -38.5% |
| Q2 2022 | $296,000 | -8.1% | 8,557 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $322,000 | -5.8% | 8,557 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $342,000 | +1.2% | 8,557 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $338,000 | -0.9% | 8,557 | 0.0% | 0.01% | -7.1% |
| Q2 2021 | $341,000 | +3.0% | 8,557 | 0.0% | 0.01% | -6.7% |
| Q1 2021 | $331,000 | -0.3% | 8,557 | 0.0% | 0.02% | -11.8% |
| Q4 2020 | $332,000 | -0.6% | 8,557 | -4.9% | 0.02% | -26.1% |
| Q3 2020 | $334,000 | 0.0% | 8,999 | +0.2% | 0.02% | -4.2% |
| Q2 2020 | $334,000 | – | 8,983 | – | 0.02% | – |
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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% |