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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $31,000 | -68.0% | 887 | -65.7% | 0.01% | -62.9% |
| Q1 2022 | $97,000 | -6.7% | 2,587 | 0.0% | 0.04% | -2.8% |
| Q4 2021 | $104,000 | +2.0% | 2,587 | 0.0% | 0.04% | -10.0% |
| Q3 2021 | $102,000 | -1.0% | 2,587 | 0.0% | 0.04% | -4.8% |
| Q2 2021 | $103,000 | +3.0% | 2,587 | 0.0% | 0.04% | -17.6% |
| Q1 2021 | $100,000 | 0.0% | 2,587 | 0.0% | 0.05% | -3.8% |
| Q4 2020 | $100,000 | +4.2% | 2,587 | 0.0% | 0.05% | -7.0% |
| Q3 2020 | $96,000 | +2.1% | 2,587 | 0.0% | 0.06% | -8.1% |
| Q2 2020 | $94,000 | +8.0% | 2,587 | 0.0% | 0.06% | -20.5% |
| Q1 2020 | $87,000 | -7.4% | 2,587 | 0.0% | 0.08% | +11.4% |
| Q4 2019 | $94,000 | +2.2% | 2,587 | 0.0% | 0.07% | 0.0% |
| Q3 2019 | $92,000 | 0.0% | 2,587 | 0.0% | 0.07% | -5.4% |
| Q2 2019 | $92,000 | +3.4% | 2,587 | 0.0% | 0.07% | -2.6% |
| Q1 2019 | $89,000 | – | 2,587 | – | 0.08% | – |
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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% |