ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 162 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |