ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211,000 | -2.8% | 5,978 | -3.6% | 0.02% | -7.4% |
| Q1 2023 | $217,000 | +4.3% | 6,199 | +0.2% | 0.03% | -10.0% |
| Q4 2022 | $208,000 | +2.5% | 6,185 | -0.6% | 0.03% | -14.3% |
| Q3 2022 | $203,000 | -5.6% | 6,223 | +0.2% | 0.04% | -10.3% |
| Q2 2022 | $215,000 | -8.1% | 6,213 | +0.0% | 0.04% | +2.6% |
| Q1 2022 | $234,000 | -6.0% | 6,211 | -0.0% | 0.04% | 0.0% |
| Q4 2021 | $249,000 | +0.8% | 6,212 | -0.5% | 0.04% | -5.0% |
| Q3 2021 | $247,000 | -0.4% | 6,241 | +0.1% | 0.04% | +8.1% |
| Q2 2021 | $248,000 | +2.9% | 6,234 | 0.0% | 0.04% | -9.8% |
| Q1 2021 | $241,000 | – | 6,234 | – | 0.04% | – |
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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% |