ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 147 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $256,968 | +0.3% | 6,959 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $256,265 | +1.7% | 6,959 | -0.9% | 0.00% | 0.0% |
| Q4 2023 | $251,912 | +3.8% | 7,019 | -1.8% | 0.00% | 0.0% |
| Q3 2023 | $242,801 | -4.8% | 7,149 | -1.2% | 0.00% | 0.0% |
| Q2 2023 | $255,047 | -0.4% | 7,237 | -1.2% | 0.00% | 0.0% |
| Q1 2023 | $256,132 | -17.7% | 7,326 | -20.9% | 0.00% | -72.7% |
| Q4 2022 | $311,243 | +22.1% | 9,260 | +18.3% | 0.01% | +10.0% |
| Q3 2022 | $255,000 | -15.6% | 7,827 | -10.5% | 0.01% | -16.7% |
| Q2 2022 | $302,000 | -8.5% | 8,749 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $330,000 | -7.6% | 8,749 | -1.9% | 0.01% | 0.0% |
| Q4 2021 | $357,000 | +1.4% | 8,914 | -0.1% | 0.01% | -7.7% |
| Q3 2021 | $352,000 | +2.9% | 8,921 | +3.9% | 0.01% | 0.0% |
| Q2 2021 | $342,000 | +3.0% | 8,585 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $332,000 | -0.3% | 8,585 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $333,000 | -0.9% | 8,585 | -4.9% | 0.02% | -5.9% |
| Q3 2020 | $336,000 | +24.9% | 9,027 | +22.3% | 0.02% | +13.3% |
| Q2 2020 | $269,000 | +4383.3% | 7,382 | +4373.9% | 0.02% | – |
| Q1 2020 | $6,000 | – | 165 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 407,686 | $16,312,000 | 6.92% |
| Investment Advisory Group, LLC | 171,680 | $6,587,000 | 4.22% |
| Weaver Consulting Group | 214,434 | $8,579,000 | 4.13% |
| Thrive Capital Management, LLC | 142,223 | $5,690,000 | 3.71% |
| Archvest Wealth Advisors, Inc. | 84,023 | $3,362,000 | 2.91% |
| Trilogy Capital Inc. | 941,786 | $37,681,000 | 2.83% |
| Madrona Financial Services, LLC | 164,716 | $6,590,000 | 2.79% |
| Peregrine Asset Advisers, Inc. | 140,998 | $5,641,000 | 2.30% |
| HARRELL INVESTMENT PARTNERS, LLC | 165,837 | $6,635,000 | 2.04% |
| Vigilare Wealth Management | 85,291 | $3,412,000 | 2.02% |