ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 169 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,018,243 | -4.8% | 147,765 | -1.2% | 2.61% | -3.4% |
| Q2 2023 | $5,272,450 | +1.5% | 149,616 | +0.7% | 2.70% | -9.6% |
| Q1 2023 | $5,193,449 | -0.0% | 148,554 | -3.9% | 2.99% | -6.3% |
| Q4 2022 | $5,193,849 | -5.1% | 154,533 | -7.9% | 3.19% | -16.1% |
| Q3 2022 | $5,472,000 | -7.8% | 167,741 | -2.3% | 3.80% | -5.9% |
| Q2 2022 | $5,934,000 | -8.9% | 171,633 | -0.7% | 4.04% | +2.0% |
| Q1 2022 | $6,516,000 | -1.1% | 172,805 | +0.7% | 3.96% | -6.1% |
| Q4 2021 | $6,587,000 | – | 171,680 | – | 4.22% | – |
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% |