ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |