ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 159 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $115,024 | -25.1% | 3,115 | -25.3% | 0.09% | -21.8% |
| Q1 2024 | $153,597 | -14.8% | 4,171 | -16.3% | 0.11% | -26.7% |
| Q4 2023 | $180,244 | -5.0% | 4,986 | -10.7% | 0.15% | -13.8% |
| 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 | 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% |