ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 120 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $51,493 | -0.9% | 1,461 | -1.7% | 0.01% | -8.3% |
| Q1 2023 | $51,951 | +1.0% | 1,486 | -5.8% | 0.01% | -20.0% |
| Q4 2022 | $51,440 | +0.9% | 1,577 | +0.1% | 0.02% | 0.0% |
| Q3 2022 | $51,000 | -16.4% | 1,576 | -11.0% | 0.02% | -11.8% |
| Q2 2022 | $61,000 | -10.3% | 1,771 | -1.5% | 0.02% | +6.2% |
| Q1 2022 | $68,000 | -5.6% | 1,798 | -0.5% | 0.02% | 0.0% |
| Q4 2021 | $72,000 | +1.4% | 1,807 | +0.8% | 0.02% | -5.9% |
| Q3 2021 | $71,000 | +12.7% | 1,793 | +13.7% | 0.02% | +13.3% |
| Q2 2021 | $63,000 | +75.0% | 1,577 | +67.2% | 0.02% | +66.7% |
| Q1 2021 | $36,000 | 0.0% | 943 | +0.5% | 0.01% | -10.0% |
| Q4 2020 | $36,000 | 0.0% | 938 | -4.0% | 0.01% | -9.1% |
| Q3 2020 | $36,000 | -76.2% | 977 | -76.4% | 0.01% | -76.6% |
| Q2 2020 | $151,000 | +42.5% | 4,138 | +30.8% | 0.05% | +42.4% |
| Q1 2020 | $106,000 | -7.0% | 3,163 | 0.0% | 0.03% | -2.9% |
| Q4 2019 | $114,000 | +0.9% | 3,163 | 0.0% | 0.03% | -10.5% |
| Q3 2019 | $113,000 | +0.9% | 3,163 | 0.0% | 0.04% | -7.3% |
| Q2 2019 | $112,000 | – | 3,163 | – | 0.04% | – |
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% |