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 | $29,512 | +30.7% | 869 | +35.1% | 0.01% | +28.6% |
| Q2 2023 | $22,573 | -74.8% | 643 | -74.8% | 0.01% | -73.1% |
| Q1 2023 | $89,664 | +4.9% | 2,548 | +0.2% | 0.03% | -3.7% |
| Q4 2022 | $85,470 | +3.0% | 2,543 | 0.0% | 0.03% | -6.9% |
| Q3 2022 | $83,000 | +1.2% | 2,543 | +7.4% | 0.03% | +3.6% |
| Q2 2022 | $82,000 | +9.3% | 2,368 | +18.4% | 0.03% | +16.7% |
| Q1 2022 | $75,000 | -6.2% | 2,000 | 0.0% | 0.02% | -14.3% |
| Q4 2021 | $80,000 | – | 2,000 | – | 0.03% | – |
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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% |