ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 145 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $564,970 | +2.7% | 16,363 | 0.0% | 0.20% | -6.9% |
| Q4 2022 | $549,937 | -22.4% | 16,363 | -24.7% | 0.22% | -27.0% |
| Q3 2022 | $709,000 | -28.3% | 21,729 | -24.0% | 0.30% | -26.7% |
| Q2 2022 | $989,000 | -13.9% | 28,603 | -6.2% | 0.40% | -0.7% |
| Q1 2022 | $1,149,000 | -82.7% | 30,499 | -81.6% | 0.41% | -80.0% |
| Q4 2021 | $6,635,000 | -3.6% | 165,837 | -4.8% | 2.04% | -7.9% |
| Q3 2021 | $6,880,000 | +10.9% | 174,165 | +11.8% | 2.21% | +10.0% |
| Q2 2021 | $6,202,000 | – | 155,838 | – | 2.01% | – |
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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% |