ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 116 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $401,135 | -6.9% | 11,935 | -9.7% | 0.04% | -20.4% |
| Q3 2022 | $431,000 | -43.7% | 13,223 | -30.9% | 0.05% | -34.7% |
| Q4 2021 | $766,000 | +8.0% | 19,149 | +6.7% | 0.08% | -3.8% |
| Q3 2021 | $709,000 | +169.6% | 17,942 | +164.6% | 0.08% | +73.3% |
| Q4 2020 | $263,000 | -1.1% | 6,780 | -4.6% | 0.04% | -11.8% |
| Q3 2020 | $266,000 | -7.0% | 7,110 | -8.5% | 0.05% | -20.3% |
| Q2 2020 | $286,000 | +2.5% | 7,774 | -3.0% | 0.06% | -14.7% |
| Q1 2020 | $279,000 | -21.6% | 8,014 | -18.2% | 0.08% | -13.8% |
| Q4 2019 | $356,000 | +1.1% | 9,793 | -1.2% | 0.09% | -10.3% |
| Q3 2019 | $352,000 | +0.3% | 9,913 | -0.0% | 0.10% | +2.1% |
| Q2 2019 | $351,000 | -28.1% | 9,917 | -29.3% | 0.10% | -36.2% |
| Q1 2019 | $488,000 | -2.2% | 14,024 | -5.2% | 0.15% | -4.5% |
| Q4 2018 | $499,000 | -26.8% | 14,795 | -27.9% | 0.16% | -70.5% |
| Q3 2018 | $682,000 | -12.5% | 20,521 | -10.4% | 0.53% | -23.0% |
| Q2 2018 | $779,000 | -5.5% | 22,909 | -4.8% | 0.69% | -12.0% |
| Q1 2018 | $824,000 | +12.0% | 24,062 | +13.3% | 0.78% | +1.3% |
| Q4 2017 | $736,000 | – | 21,245 | – | 0.77% | – |
Download | ||||||
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% |