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 | 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% |