ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 128 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $189,706 | -8.9% | 5,586 | -5.5% | 0.17% | -2.2% |
| Q2 2023 | $208,304 | +7538.6% | 5,911 | +7478.2% | 0.18% | +5833.3% |
| Q1 2023 | $2,727 | +4.0% | 78 | 0.0% | 0.00% | +50.0% |
| Q4 2022 | $2,622 | -12.6% | 78 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $3,000 | 0.0% | 78 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $3,000 | -50.0% | 78 | -49.7% | 0.00% | -50.0% |
| Q1 2021 | $6,000 | 0.0% | 155 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $6,000 | 0.0% | 155 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 155 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $6,000 | – | 155 | – | 0.01% | – |
Download | ||||||
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% |