ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 150 filers reported holding ISHARES TR in Q3 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% | – |
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% |