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 | $1,588,764 | -3.6% | 46,782 | 0.0% | 0.19% | -4.0% |
| Q2 2023 | $1,648,598 | +0.8% | 46,782 | 0.0% | 0.20% | -2.9% |
| Q1 2023 | $1,635,499 | +4.0% | 46,782 | 0.0% | 0.20% | -3.8% |
| Q4 2022 | $1,572,343 | +3.0% | 46,782 | 0.0% | 0.21% | -3.6% |
| Q3 2022 | $1,526,000 | -5.9% | 46,782 | -0.3% | 0.22% | -9.8% |
| Q2 2022 | $1,622,000 | -8.3% | 46,932 | 0.0% | 0.24% | -4.3% |
| Q1 2022 | $1,768,000 | -5.9% | 46,932 | 0.0% | 0.26% | +2.0% |
| Q4 2021 | $1,878,000 | +0.1% | 46,932 | -1.2% | 0.25% | -2.3% |
| Q3 2021 | $1,876,000 | -0.5% | 47,486 | +0.2% | 0.26% | -7.2% |
| Q2 2021 | $1,886,000 | +2.9% | 47,394 | 0.0% | 0.28% | +4.1% |
| Q1 2021 | $1,832,000 | -0.3% | 47,394 | 0.0% | 0.27% | -7.6% |
| Q4 2020 | $1,837,000 | – | 47,394 | – | 0.29% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 210,350 | $7,353,823 | 3.49% |
| Archvest Wealth Advisors, Inc. | 106,803 | $3,733,817 | 3.31% |
| WNY Asset Management, LLC | 382,554 | $13,374,143 | 3.18% |
| Thrive Capital Management, LLC | 139,464 | $4,843,571 | 3.06% |
| Investment Advisory Group, LLC | 148,554 | $5,193,449 | 2.99% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $18,126,760 | 2.85% |
| Weaver Consulting Group | 175,107 | $6,121,734 | 2.80% |
| MANGROVE PARTNERS IM, LLC | 270,253 | $9,448,045 | 0.62% |
| RDA Financial Network | 34,873 | $1,219,160 | 0.56% |
| GeoWealth Management, LLC | 132,494 | $4,632 | 0.54% |