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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,891 | -12.9% | 8,536 | -9.6% | 0.22% | -9.5% |
| Q2 2023 | $332,912 | -14.5% | 9,447 | -15.1% | 0.24% | -23.2% |
| Q1 2023 | $389,175 | -15.2% | 11,132 | -18.5% | 0.32% | -27.6% |
| Q4 2022 | $459,180 | -1.3% | 13,662 | -4.1% | 0.44% | -10.7% |
| Q3 2022 | $465,000 | -4.7% | 14,252 | +0.9% | 0.49% | +5.0% |
| Q2 2022 | $488,000 | +0.8% | 14,125 | +9.9% | 0.46% | +16.9% |
| Q1 2022 | $484,000 | -17.1% | 12,853 | -11.9% | 0.40% | -8.3% |
| Q4 2021 | $584,000 | – | 14,593 | – | 0.43% | – |
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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% |