ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 169 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $302,393 | -10.9% | 8,581 | -11.6% | 0.02% | -8.3% |
| Q1 2023 | $339,261 | -4.1% | 9,704 | -7.8% | 0.02% | -7.7% |
| Q4 2022 | $353,792 | -39.8% | 10,526 | -38.2% | 0.03% | -45.8% |
| Q2 2022 | $588,000 | -62.9% | 17,020 | -59.5% | 0.05% | -53.8% |
| Q1 2022 | $1,584,000 | -7.2% | 42,045 | -1.4% | 0.10% | -2.8% |
| Q4 2021 | $1,706,000 | +23.3% | 42,649 | +21.7% | 0.11% | +15.1% |
| Q3 2021 | $1,384,000 | +12.8% | 35,030 | +12.6% | 0.09% | +13.4% |
| Q2 2021 | $1,227,000 | +2.5% | 31,120 | +0.5% | 0.08% | -3.5% |
| Q1 2021 | $1,197,000 | +9.2% | 30,969 | +10.4% | 0.08% | +13.3% |
| Q4 2020 | $1,096,000 | +40.2% | 28,060 | +33.6% | 0.08% | +11.9% |
| Q3 2020 | $782,000 | +4.8% | 20,998 | +3.7% | 0.07% | -5.6% |
| Q2 2020 | $746,000 | +7.5% | 20,254 | -1.4% | 0.07% | -28.3% |
| Q1 2020 | $694,000 | -1.6% | 20,536 | +5.6% | 0.10% | +32.0% |
| Q4 2019 | $705,000 | -9.8% | 19,453 | -11.4% | 0.08% | -15.7% |
| Q3 2019 | $782,000 | +1.7% | 21,948 | +1.0% | 0.09% | 0.0% |
| Q2 2019 | $769,000 | -0.9% | 21,727 | -3.4% | 0.09% | -8.2% |
| Q1 2019 | $776,000 | +25.4% | 22,486 | +18.8% | 0.10% | +15.5% |
| Q4 2018 | $619,000 | -2.2% | 18,920 | +2.3% | 0.08% | +18.3% |
| Q3 2018 | $633,000 | -5.4% | 18,498 | -6.2% | 0.07% | -12.3% |
| Q2 2018 | $669,000 | +6.2% | 19,711 | +7.1% | 0.08% | -1.2% |
| Q1 2018 | $630,000 | +8.1% | 18,411 | +9.4% | 0.08% | +2.5% |
| Q4 2017 | $583,000 | – | 16,824 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 210,350 | $7,353,823 | 3.49% |
| Archvest Wealth Advisors, Inc. | 106,803 | $3,733,817 | 3.31% |
| WNY Asset Management, LLC | 382,554 | $13,374,143 | 3.18% |
| Thrive Capital Management, LLC | 139,464 | $4,843,571 | 3.06% |
| Investment Advisory Group, LLC | 148,554 | $5,193,449 | 2.99% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $18,126,760 | 2.85% |
| Weaver Consulting Group | 175,107 | $6,121,734 | 2.80% |
| MANGROVE PARTNERS IM, LLC | 270,253 | $9,448,045 | 0.62% |
| RDA Financial Network | 34,873 | $1,219,160 | 0.56% |
| GeoWealth Management, LLC | 132,494 | $4,632 | 0.54% |