ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 148 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $74 | +100.0% | 2 | +100.0% | 0.00% | – |
| Q1 2024 | $37 | +8.8% | 1 | 0.0% | 0.00% | – |
| Q3 2023 | $34 | -51.4% | 1 | -50.0% | 0.00% | – |
| Q1 2023 | $70 | +105.9% | 2 | +100.0% | 0.00% | – |
| Q4 2022 | $34 | – | 1 | -66.7% | 0.00% | – |
| Q3 2022 | $0 | – | 3 | +50.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 2 | -96.2% | 0.00% | – |
| Q4 2021 | $2,000 | – | 52 | +2500.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 2 | -98.7% | 0.00% | – |
| Q1 2021 | $6,000 | -53.8% | 158 | -52.7% | 0.00% | – |
| Q4 2020 | $13,000 | – | 334 | +33300.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1 | -96.7% | 0.00% | – |
| Q2 2019 | $1,000 | -85.7% | 30 | -85.8% | 0.00% | – |
| Q1 2019 | $7,000 | 0.0% | 211 | 0.0% | 0.00% | – |
| Q4 2018 | $7,000 | 0.0% | 211 | 0.0% | 0.00% | – |
| Q3 2018 | $7,000 | – | 211 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Madden Advisory Services, Inc. | 162,278 | $5,408,000 | 3.49% |
| Darwin Wealth Management, LLC | 167,677 | $5,589,000 | 3.24% |
| Madrona Financial Services, LLC | 60,093 | $2,003,000 | 2.14% |
| Barber Financial Group, Inc. | 165,027 | $5,500,000 | 1.88% |
| Live Your Vision, LLC | 120,126 | $4,004,000 | 1.57% |
| Stonehearth Capital Management, LLC | 31,957 | $1,065,000 | 0.83% |
| Sargent Bickham Lagudis LLC | 114,824 | $3,827,000 | 0.50% |
| Ruggie Capital Group | 17,998 | $600,000 | 0.45% |
| M Holdings Securities, Inc. | 31,317 | $1,044,000 | 0.40% |
| NORTHWEST WEALTH MANAGEMENT, LLC | 12,707 | $424,000 | 0.39% |