ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 148 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $549,895 | -8.5% | 16,192 | -5.0% | 0.05% | -8.0% |
Q2 2023 | $600,698 | +2.2% | 17,046 | +1.4% | 0.05% | -9.1% |
Q1 2023 | $587,729 | +26.4% | 16,811 | +21.5% | 0.06% | +14.6% |
Q4 2022 | $465,139 | +20.8% | 13,839 | +17.2% | 0.05% | +6.7% |
Q3 2022 | $385,000 | +8.1% | 11,804 | +14.6% | 0.04% | +12.5% |
Q2 2022 | $356,000 | +24.5% | 10,301 | +35.5% | 0.04% | +42.9% |
Q1 2022 | $286,000 | +0.4% | 7,600 | +6.7% | 0.03% | +3.7% |
Q4 2021 | $285,000 | +28400.0% | 7,125 | +14150.0% | 0.03% | – |
Q3 2020 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | – |
Q2 2020 | $1,000 | – | 50 | – | 0.00% | – |
Download |
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% |