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 | $299,706 | -3.3% | 8,825 | 0.0% | 0.33% | +1.2% |
| Q2 2023 | $309,802 | +0.4% | 8,825 | 0.0% | 0.32% | -8.8% |
| Q1 2023 | $308,699 | +4.1% | 8,825 | 0.0% | 0.35% | -0.8% |
| Q4 2022 | $296,608 | -6.4% | 8,825 | -9.2% | 0.36% | -13.6% |
| Q3 2022 | $316,903 | -5.6% | 9,715 | 0.0% | 0.41% | -2.6% |
| Q2 2022 | $335,848 | -22.7% | 9,715 | -15.8% | 0.42% | +1.0% |
| Q1 2022 | $434,636 | -22.0% | 11,538 | -17.2% | 0.42% | -19.7% |
| Q4 2021 | $557,499 | – | 13,934 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 210,350 | $7,353,823 | 3.49% |
| Archvest Wealth Advisors, Inc. | 106,803 | $3,733,817 | 3.31% |
| WNY Asset Management, LLC | 382,554 | $13,374,143 | 3.18% |
| Thrive Capital Management, LLC | 139,464 | $4,843,571 | 3.06% |
| Investment Advisory Group, LLC | 148,554 | $5,193,449 | 2.99% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $18,126,760 | 2.85% |
| Weaver Consulting Group | 175,107 | $6,121,734 | 2.80% |
| MANGROVE PARTNERS IM, LLC | 270,253 | $9,448,045 | 0.62% |
| RDA Financial Network | 34,873 | $1,219,160 | 0.56% |
| GeoWealth Management, LLC | 132,494 | $4,632 | 0.54% |