ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 148 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $101,738 | -1.6% | 2,887 | -2.4% | 0.10% | -1.9% |
| Q1 2023 | $103,377 | -21.1% | 2,957 | -24.2% | 0.10% | +4.0% |
| Q4 2022 | $131,045 | -36.4% | 3,899 | -38.2% | 0.10% | -38.0% |
| Q3 2022 | $206,000 | -7.6% | 6,310 | -2.0% | 0.16% | -2.4% |
| Q2 2022 | $223,000 | -37.0% | 6,440 | -31.4% | 0.17% | -28.0% |
| Q1 2022 | $354,000 | -68.9% | 9,394 | -67.0% | 0.23% | -66.6% |
| Q4 2021 | $1,139,000 | -8.7% | 28,471 | -9.8% | 0.69% | -12.2% |
| Q3 2021 | $1,247,000 | +16.8% | 31,565 | +17.6% | 0.79% | +19.9% |
| Q2 2021 | $1,068,000 | +19.1% | 26,839 | +15.7% | 0.66% | +13.2% |
| Q1 2021 | $897,000 | +51.0% | 23,199 | +51.4% | 0.58% | +45.9% |
| Q4 2020 | $594,000 | – | 15,322 | – | 0.40% | – |
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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% |