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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $216,000 | -7.7% | 6,632 | 0.0% | 0.15% | +7.1% |
Q2 2022 | $234,000 | -6.4% | 6,632 | 0.0% | 0.14% | +20.7% |
Q1 2022 | $250,000 | +3.7% | 6,632 | +9.9% | 0.12% | +10.5% |
Q4 2021 | $241,000 | +18.1% | 6,032 | +17.0% | 0.10% | +41.9% |
Q3 2021 | $204,000 | +47.8% | 5,157 | +49.2% | 0.07% | +48.0% |
Q2 2021 | $138,000 | +119.0% | 3,457 | +111.8% | 0.05% | +108.3% |
Q1 2021 | $63,000 | +200.0% | 1,632 | +206.8% | 0.02% | +166.7% |
Q4 2020 | $21,000 | 0.0% | 532 | -4.5% | 0.01% | -18.2% |
Q3 2020 | $21,000 | 0.0% | 557 | -4.3% | 0.01% | -8.3% |
Q2 2020 | $21,000 | -97.8% | 582 | -98.0% | 0.01% | -99.0% |
Q1 2020 | $975,000 | -34.6% | 28,815 | -30.0% | 1.21% | +53.5% |
Q4 2019 | $1,491,000 | +25.0% | 41,140 | +23.5% | 0.79% | -0.9% |
Q3 2019 | $1,193,000 | -4.7% | 33,300 | -5.3% | 0.79% | -4.9% |
Q2 2019 | $1,252,000 | +1.7% | 35,175 | -1.7% | 0.84% | -5.3% |
Q1 2019 | $1,231,000 | +1.3% | 35,775 | -3.5% | 0.88% | -6.6% |
Q4 2018 | $1,215,000 | -4.1% | 37,075 | -0.3% | 0.94% | +11.6% |
Q3 2018 | $1,267,000 | +2.3% | 37,175 | +1.9% | 0.85% | -5.5% |
Q2 2018 | $1,238,000 | -0.9% | 36,475 | -0.3% | 0.90% | -2.0% |
Q1 2018 | $1,249,000 | – | 36,575 | – | 0.91% | – |
Download |
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% |