ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 162 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,698 | -3.6% | 315 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,101 | +0.9% | 315 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $11,000 | -8.3% | 315 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 315 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | +8.3% | 315 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | -7.7% | 315 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 315 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +71.4% | 315 | +71.2% | 0.00% | +33.3% |
| Q4 2020 | $7,000 | -84.1% | 184 | -84.7% | 0.00% | -84.2% |
| Q2 2020 | $44,000 | +7.3% | 1,199 | 0.0% | 0.02% | -9.5% |
| Q1 2020 | $41,000 | -4.7% | 1,199 | 0.0% | 0.02% | +16.7% |
| Q4 2019 | $43,000 | 0.0% | 1,199 | 0.0% | 0.02% | -10.0% |
| Q3 2019 | $43,000 | +2.4% | 1,199 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $42,000 | +2.4% | 1,199 | 0.0% | 0.02% | -4.8% |
| Q1 2019 | $41,000 | +156.2% | 1,199 | +140.3% | 0.02% | +133.3% |
| Q4 2018 | $16,000 | – | 499 | – | 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% |