Coston, McIsaac & Partners - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 143 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Coston, McIsaac & Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$140.0%424
+0.7%
0.01%0.0%
Q2 2023$140.0%421
+0.5%
0.01%0.0%
Q1 2023$14
+7.7%
419
+1.0%
0.01%0.0%
Q4 2022$13
-99.9%
415
+0.5%
0.01%
-16.7%
Q3 2022$13,000
-7.1%
413
+0.5%
0.01%
-25.0%
Q2 2022$14,0004110.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 259,257$8,804,6433.84%
Archvest Wealth Advisors, Inc. 214,257$7,417,0173.03%
ATLAS CAPITAL ADVISORS LLC 518,500$17,608,7782.90%
Investment Advisory Group, LLC 147,765$5,018,2432.61%
Weaver Consulting Group 164,891$5,599,8732.53%
Thrive Capital Management, LLC 125,623$4,266,2752.36%
Consilium Wealth Advisory, LLC 77,038$2,616,2921.83%
Gainplan LLC 12,974$440,6100.61%
RDA Financial Network 32,475$1,102,8830.48%
Camarda Financial Advisors, LLC 19,487$661,8070.43%
View complete list of ISHARES TR shareholders