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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $266,000 | -6.0% | 7,066 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $283,000 | -24.5% | 7,066 | -25.6% | 0.02% | -32.3% |
| Q3 2021 | $375,000 | -8.5% | 9,495 | -7.9% | 0.03% | +19.2% |
| Q2 2021 | $410,000 | +24.6% | 10,305 | +21.2% | 0.03% | +8.3% |
| Q1 2021 | $329,000 | +45.6% | 8,504 | +45.8% | 0.02% | +26.3% |
| Q4 2020 | $226,000 | +4.6% | 5,833 | +0.5% | 0.02% | -13.6% |
| Q3 2020 | $216,000 | +2.4% | 5,803 | 0.0% | 0.02% | -24.1% |
| Q2 2020 | $211,000 | – | 5,803 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 233,588 | $7,850,878 | 3.79% |
| Allen Capital Group, LLC | 101,390 | $3,407,702 | 3.37% |
| Archvest Wealth Advisors, Inc. | 101,390 | $3,407,702 | 3.37% |
| WNY Asset Management, LLC | 356,328 | $11,976,196 | 3.24% |
| Investment Advisory Group, LLC | 154,533 | $5,193,849 | 3.19% |
| Weaver Consulting Group | 182,602 | $6,137,249 | 3.13% |
| Thrive Capital Management, LLC | 138,044 | $4,639,646 | 3.03% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $17,426,785 | 2.93% |
| Affiance Financial, LLC | 159,885 | $5,373,735 | 2.18% |
| Sargent Bickham Lagudis LLC | 405,007 | $13,612,299 | 1.12% |