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 | $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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 233,588 | $7,850,878 | 3.79% |
| Allen Capital Group, LLC | 101,390 | $3,407,702 | 3.37% |
| Archvest Wealth Advisors, Inc. | 101,390 | $3,407,702 | 3.37% |
| WNY Asset Management, LLC | 356,328 | $11,976,196 | 3.24% |
| Investment Advisory Group, LLC | 154,533 | $5,193,849 | 3.19% |
| Weaver Consulting Group | 182,602 | $6,137,249 | 3.13% |
| Thrive Capital Management, LLC | 138,044 | $4,639,646 | 3.03% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $17,426,785 | 2.93% |
| Affiance Financial, LLC | 159,885 | $5,373,735 | 2.18% |
| Sargent Bickham Lagudis LLC | 405,007 | $13,612,299 | 1.12% |