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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,228,913 | -26.5% | 36,186 | -23.7% | 0.02% | -26.1% |
Q2 2023 | $1,672,349 | -12.0% | 47,456 | -12.7% | 0.02% | -17.9% |
Q1 2023 | $1,899,761 | +1.4% | 54,341 | -2.5% | 0.03% | -6.7% |
Q4 2022 | $1,873,455 | -15.3% | 55,741 | -17.9% | 0.03% | -21.1% |
Q3 2022 | $2,213,160 | -9.7% | 67,862 | -4.3% | 0.04% | -17.4% |
Q2 2022 | $2,450,000 | +146.2% | 70,887 | +168.2% | 0.05% | +170.6% |
Q1 2022 | $995,000 | – | 26,429 | – | 0.02% | – |
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% |