ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 150 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $247,000 | -14.5% | 7,138 | -7.1% | 0.20% | -2.0% |
| Q1 2022 | $289,000 | -5.9% | 7,681 | +0.2% | 0.20% | +2.1% |
| Q4 2021 | $307,000 | +1.7% | 7,669 | +0.3% | 0.20% | -7.6% |
| Q3 2021 | $302,000 | +23.8% | 7,645 | +24.6% | 0.21% | +24.9% |
| Q2 2021 | $244,000 | +16.2% | 6,137 | +13.1% | 0.17% | +11.9% |
| Q1 2021 | $210,000 | +244.3% | 5,425 | +202.1% | 0.15% | +190.4% |
| Q2 2018 | $61,000 | 0.0% | 1,796 | 0.0% | 0.05% | -1.9% |
| Q1 2018 | $61,000 | -7.6% | 1,796 | -5.3% | 0.05% | -11.7% |
| Q4 2017 | $66,000 | – | 1,896 | – | 0.06% | – |
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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% |