ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $369,019 | -3.2% | 10,866 | +0.4% | 0.06% | +1.8% |
Q2 2023 | $381,381 | -9.8% | 10,822 | -16.5% | 0.06% | -29.5% |
Q3 2022 | $423,000 | -5.4% | 12,961 | +0.2% | 0.08% | +13.0% |
Q2 2022 | $447,000 | -19.5% | 12,929 | -12.3% | 0.07% | -8.0% |
Q1 2022 | $555,000 | -4.0% | 14,741 | +2.1% | 0.08% | -1.3% |
Q4 2021 | $578,000 | – | 14,442 | – | 0.08% | – |
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% |