ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 141 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,515 | -2.9% | 11,018 | -4.0% | 0.15% | -20.5% |
| Q4 2022 | $385,779 | +218.8% | 11,478 | +277.3% | 0.19% | +222.0% |
| Q2 2021 | $121,000 | +17.5% | 3,042 | +13.3% | 0.06% | +3.5% |
| Q1 2021 | $103,000 | -28.0% | 2,685 | -27.1% | 0.06% | -32.1% |
| Q4 2020 | $143,000 | +5.1% | 3,681 | +0.6% | 0.08% | -16.8% |
| Q3 2020 | $136,000 | +2.3% | 3,660 | +0.4% | 0.10% | -9.0% |
| Q2 2020 | $133,000 | +14.7% | 3,645 | +6.1% | 0.11% | -67.2% |
| Q1 2020 | $116,000 | -10.1% | 3,434 | -3.8% | 0.34% | +103.6% |
| Q4 2019 | $129,000 | – | 3,568 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Weaver Consulting Group | 361,270 | $13,999,000 | 8.73% |
| Curran Financial Partners, LLC | 163,027 | $6,317,000 | 5.41% |
| Madrona Financial Services, LLC | 153,820 | $5,961,000 | 3.33% |
| Thrive Capital Management, LLC | 79,515 | $3,081,000 | 3.28% |
| Peregrine Asset Advisers, Inc. | 142,732 | $5,531,000 | 2.58% |
| STRINGER ASSET MANAGEMENT, LLC | 34,667 | $1,343,000 | 1.41% |
| RDA Financial Network | 70,590 | $2,735,000 | 1.23% |
| ARQ WEALTH ADVISORS, LLC | 39,128 | $1,516,000 | 0.95% |
| Darwin Wealth Management, LLC | 127,035 | $4,922,000 | 0.92% |
| RESTON WEALTH MANAGEMENT LLC | 41,822 | $1,621,000 | 0.92% |