ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 162 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $431,089 | -3.4% | 12,693 | +0.3% | 0.04% | -4.3% |
| Q2 2023 | $446,139 | -0.3% | 12,660 | -1.1% | 0.05% | +95.8% |
| Q1 2023 | $447,590 | +3.6% | 12,803 | -0.4% | 0.02% | -7.7% |
| Q4 2022 | $431,939 | +3.6% | 12,852 | +0.5% | 0.03% | -7.1% |
| Q3 2022 | $417,000 | -6.7% | 12,791 | -1.2% | 0.03% | -6.7% |
| Q2 2022 | $447,000 | -25.0% | 12,941 | -18.2% | 0.03% | -16.7% |
| Q1 2022 | $596,000 | -6.9% | 15,819 | -1.2% | 0.04% | -10.0% |
| Q4 2021 | $640,000 | +16.6% | 16,015 | +15.3% | 0.04% | +8.1% |
| Q3 2021 | $549,000 | +0.7% | 13,890 | +1.4% | 0.04% | -5.1% |
| Q2 2021 | $545,000 | +58.0% | 13,695 | +53.7% | 0.04% | +30.0% |
| Q1 2021 | $345,000 | +2.1% | 8,909 | +1.9% | 0.03% | 0.0% |
| Q4 2020 | $338,000 | +170.4% | 8,741 | +159.8% | 0.03% | +233.3% |
| Q3 2020 | $125,000 | +10.6% | 3,365 | +8.9% | 0.01% | -40.0% |
| Q2 2020 | $113,000 | -13.1% | 3,091 | -13.7% | 0.02% | -6.2% |
| Q4 2019 | $130,000 | -31.2% | 3,583 | -35.2% | 0.02% | -46.7% |
| Q3 2018 | $189,000 | – | 5,529 | – | 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% |