ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 144 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $312,033 | +86.8% | 8,283 | +61.6% | 0.18% | +78.6% |
| Q3 2022 | $167,000 | -38.1% | 5,127 | -34.3% | 0.10% | -31.8% |
| Q2 2022 | $270,000 | -13.5% | 7,801 | -5.8% | 0.15% | +11.9% |
| Q1 2022 | $312,000 | -26.9% | 8,283 | -22.3% | 0.14% | -27.0% |
| Q4 2021 | $427,000 | +0.9% | 10,664 | -0.3% | 0.18% | -23.6% |
| Q3 2021 | $423,000 | +7.9% | 10,700 | +8.6% | 0.24% | +12.0% |
| Q2 2021 | $392,000 | +4.8% | 9,856 | +1.8% | 0.22% | -6.9% |
| Q1 2021 | $374,000 | +16.1% | 9,678 | +16.4% | 0.23% | -8.7% |
| Q4 2020 | $322,000 | +2.5% | 8,313 | -2.5% | 0.25% | -13.3% |
| Q3 2020 | $314,000 | -2.5% | 8,523 | -3.5% | 0.29% | -30.7% |
| Q2 2020 | $322,000 | +1.3% | 8,831 | -2.0% | 0.42% | -26.4% |
| Q1 2020 | $318,000 | – | 9,015 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 210,350 | $7,353,823 | 3.49% |
| Archvest Wealth Advisors, Inc. | 106,803 | $3,733,817 | 3.31% |
| WNY Asset Management, LLC | 382,554 | $13,374,143 | 3.18% |
| Thrive Capital Management, LLC | 139,464 | $4,843,571 | 3.06% |
| Investment Advisory Group, LLC | 148,554 | $5,193,449 | 2.99% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $18,126,760 | 2.85% |
| Weaver Consulting Group | 175,107 | $6,121,734 | 2.80% |
| MANGROVE PARTNERS IM, LLC | 270,253 | $9,448,045 | 0.62% |
| RDA Financial Network | 34,873 | $1,219,160 | 0.56% |
| GeoWealth Management, LLC | 132,494 | $4,632 | 0.54% |