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 | $129,629 | -26.0% | 3,817 | -23.2% | 0.06% | -22.5% |
| Q2 2023 | $175,178 | -0.1% | 4,971 | -0.9% | 0.07% | -4.1% |
| Q1 2023 | $175,324 | +99515.9% | 5,015 | -4.3% | 0.07% | -6.3% |
| Q4 2022 | $176 | -99.9% | 5,241 | -38.0% | 0.08% | -39.2% |
| Q3 2022 | $276,000 | -8.0% | 8,453 | -2.5% | 0.13% | -3.7% |
| Q2 2022 | $300,000 | -8.0% | 8,672 | +0.1% | 0.14% | +2.3% |
| Q1 2022 | $326,000 | +1.6% | 8,667 | +4.2% | 0.13% | +2.3% |
| Q4 2021 | $321,000 | -13.5% | 8,318 | -11.5% | 0.13% | -17.8% |
| Q3 2021 | $371,000 | -4.1% | 9,403 | -3.3% | 0.16% | -4.8% |
| Q2 2021 | $387,000 | +4.9% | 9,726 | +1.8% | 0.16% | -2.4% |
| Q1 2021 | $369,000 | -7.3% | 9,552 | -7.0% | 0.17% | -6.6% |
| Q4 2020 | $398,000 | -15.3% | 10,266 | -18.9% | 0.18% | -22.6% |
| Q3 2020 | $470,000 | +0.4% | 12,651 | -1.5% | 0.23% | -6.4% |
| Q2 2020 | $468,000 | +2.6% | 12,846 | -4.8% | 0.25% | -9.7% |
| Q1 2020 | $456,000 | -23.9% | 13,490 | -18.4% | 0.28% | -14.2% |
| Q4 2019 | $599,000 | +0.7% | 16,539 | -0.9% | 0.32% | -9.3% |
| Q3 2019 | $595,000 | -12.6% | 16,685 | -13.3% | 0.36% | -15.6% |
| Q2 2019 | $681,000 | -4.6% | 19,255 | -6.9% | 0.42% | -13.3% |
| Q1 2019 | $714,000 | -8.7% | 20,676 | -13.5% | 0.49% | -21.7% |
| Q4 2018 | $782,000 | – | 23,908 | – | 0.62% | – |
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% |