ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 148 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $141,390 | +0.3% | 3,829 | 0.0% | 0.00% | -50.0% |
| Q1 2024 | $141,003 | +0.9% | 3,829 | -1.0% | 0.00% | 0.0% |
| Q4 2023 | $139,792 | +6.4% | 3,867 | -0.1% | 0.00% | 0.0% |
| Q3 2023 | $131,395 | -1.4% | 3,869 | +2.4% | 0.00% | 0.0% |
| Q2 2023 | $133,207 | +0.8% | 3,780 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $132,149 | +136.4% | 3,780 | +127.3% | 0.00% | +100.0% |
| Q4 2022 | $55,893 | -91.6% | 1,663 | -91.8% | 0.00% | -91.7% |
| Q3 2022 | $663,000 | +1063.2% | 20,318 | +1121.8% | 0.01% | +1100.0% |
| Q2 2022 | $57,000 | -81.6% | 1,663 | -79.8% | 0.00% | -80.0% |
| Q1 2022 | $310,000 | -23.1% | 8,218 | -18.5% | 0.01% | -16.7% |
| Q4 2021 | $403,000 | – | 10,078 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 407,686 | $16,312,000 | 6.92% |
| Investment Advisory Group, LLC | 171,680 | $6,587,000 | 4.22% |
| Weaver Consulting Group | 214,434 | $8,579,000 | 4.13% |
| Thrive Capital Management, LLC | 142,223 | $5,690,000 | 3.71% |
| Archvest Wealth Advisors, Inc. | 84,023 | $3,362,000 | 2.91% |
| Trilogy Capital Inc. | 941,786 | $37,681,000 | 2.83% |
| Madrona Financial Services, LLC | 164,716 | $6,590,000 | 2.79% |
| Peregrine Asset Advisers, Inc. | 140,998 | $5,641,000 | 2.30% |
| HARRELL INVESTMENT PARTNERS, LLC | 165,837 | $6,635,000 | 2.04% |
| Vigilare Wealth Management | 85,291 | $3,412,000 | 2.02% |