ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 169 filers reported holding ISHARES TR in Q4 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 | 233,588 | $7,850,878 | 3.79% |
| Allen Capital Group, LLC | 101,390 | $3,407,702 | 3.37% |
| Archvest Wealth Advisors, Inc. | 101,390 | $3,407,702 | 3.37% |
| WNY Asset Management, LLC | 356,328 | $11,976,196 | 3.24% |
| Investment Advisory Group, LLC | 154,533 | $5,193,849 | 3.19% |
| Weaver Consulting Group | 182,602 | $6,137,249 | 3.13% |
| Thrive Capital Management, LLC | 138,044 | $4,639,646 | 3.03% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $17,426,785 | 2.93% |
| Affiance Financial, LLC | 159,885 | $5,373,735 | 2.18% |
| Sargent Bickham Lagudis LLC | 405,007 | $13,612,299 | 1.12% |