ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,023 | +42.7% | 8,834 | +48.1% | 0.01% | +50.0% |
| Q2 2023 | $210,216 | -1.4% | 5,965 | -2.1% | 0.01% | -11.1% |
| Q1 2023 | $213,123 | -27.5% | 6,096 | -30.3% | 0.01% | -30.8% |
| Q4 2022 | $293,843 | -7.6% | 8,743 | -10.2% | 0.01% | -18.8% |
| Q3 2022 | $318,000 | +30.9% | 9,738 | +38.7% | 0.02% | 0.0% |
| Q2 2022 | $243,000 | -29.2% | 7,023 | -22.8% | 0.02% | -15.8% |
| Q1 2022 | $343,000 | -7.3% | 9,102 | -1.6% | 0.02% | -5.0% |
| Q4 2021 | $370,000 | +7.2% | 9,252 | +6.0% | 0.02% | 0.0% |
| Q3 2021 | $345,000 | +21.5% | 8,725 | +22.3% | 0.02% | +17.6% |
| Q2 2021 | $284,000 | +9.2% | 7,135 | +6.0% | 0.02% | -5.6% |
| Q1 2021 | $260,000 | -0.4% | 6,730 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $261,000 | +11.1% | 6,730 | +6.3% | 0.02% | -5.0% |
| Q3 2020 | $235,000 | – | 6,330 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 361,270 | $13,999,000 | 8.73% |
| Curran Financial Partners, LLC | 163,027 | $6,317,000 | 5.41% |
| Madrona Financial Services, LLC | 153,820 | $5,961,000 | 3.33% |
| Thrive Capital Management, LLC | 79,515 | $3,081,000 | 3.28% |
| Peregrine Asset Advisers, Inc. | 142,732 | $5,531,000 | 2.58% |
| STRINGER ASSET MANAGEMENT, LLC | 34,667 | $1,343,000 | 1.41% |
| RDA Financial Network | 70,590 | $2,735,000 | 1.23% |
| ARQ WEALTH ADVISORS, LLC | 39,128 | $1,516,000 | 0.95% |
| Darwin Wealth Management, LLC | 127,035 | $4,922,000 | 0.92% |
| RESTON WEALTH MANAGEMENT LLC | 41,822 | $1,621,000 | 0.92% |