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 2022 | $378,000 | -19.9% | 11,578 | -15.3% | 0.25% | -35.1% |
| Q2 2022 | $472,000 | -44.3% | 13,662 | -39.3% | 0.39% | -35.7% |
| Q1 2022 | $848,000 | -18.3% | 22,505 | -13.3% | 0.60% | +7.7% |
| Q4 2021 | $1,038,000 | +12.1% | 25,943 | +10.7% | 0.56% | +6.9% |
| Q3 2021 | $926,000 | +221.5% | 23,436 | +223.6% | 0.52% | +174.3% |
| Q2 2021 | $288,000 | +37.1% | 7,243 | +33.5% | 0.19% | -14.0% |
| Q1 2021 | $210,000 | 0.0% | 5,427 | 0.0% | 0.22% | -18.1% |
| Q4 2020 | $210,000 | -17.6% | 5,427 | -20.8% | 0.27% | -26.6% |
| Q3 2020 | $255,000 | -45.3% | 6,850 | -46.8% | 0.37% | -10.2% |
| Q4 2019 | $466,000 | – | 12,867 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 233,588 | $7,850,878 | 3.79% |
| Allen Capital Group, LLC | 101,390 | $3,407,702 | 3.37% |
| Archvest Wealth Advisors, Inc. | 101,390 | $3,407,702 | 3.37% |
| WNY Asset Management, LLC | 356,328 | $11,976,196 | 3.24% |
| Investment Advisory Group, LLC | 154,533 | $5,193,849 | 3.19% |
| Weaver Consulting Group | 182,602 | $6,137,249 | 3.13% |
| Thrive Capital Management, LLC | 138,044 | $4,639,646 | 3.03% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $17,426,785 | 2.93% |
| Affiance Financial, LLC | 159,885 | $5,373,735 | 2.18% |
| Sargent Bickham Lagudis LLC | 405,007 | $13,612,299 | 1.12% |