ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 161 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136,930 | -15.7% | 4,032 | -12.6% | 0.01% | -8.3% |
| Q2 2023 | $162,526 | -11.8% | 4,612 | -12.5% | 0.01% | -14.3% |
| Q1 2023 | $184,239 | -25.8% | 5,270 | -28.7% | 0.01% | -30.0% |
| Q4 2022 | $248,411 | -1.0% | 7,391 | -3.9% | 0.02% | -16.7% |
| Q3 2022 | $251,000 | +9.1% | 7,691 | +15.4% | 0.02% | +26.3% |
| Q2 2022 | $230,000 | -8.4% | 6,665 | 0.0% | 0.02% | +5.6% |
| Q1 2022 | $251,000 | -6.0% | 6,665 | 0.0% | 0.02% | +20.0% |
| Q4 2021 | $267,000 | -2.6% | 6,665 | -4.1% | 0.02% | -11.8% |
| Q3 2021 | $274,000 | -1.4% | 6,947 | -0.7% | 0.02% | 0.0% |
| Q2 2021 | $278,000 | -15.0% | 6,997 | -17.3% | 0.02% | -26.1% |
| Q1 2021 | $327,000 | -9.2% | 8,462 | -9.0% | 0.02% | -14.8% |
| Q4 2020 | $360,000 | +10.4% | 9,298 | +5.9% | 0.03% | -3.6% |
| Q3 2020 | $326,000 | +17.3% | 8,779 | +15.1% | 0.03% | +3.7% |
| Q2 2020 | $278,000 | +7.8% | 7,630 | 0.0% | 0.03% | -3.6% |
| Q1 2020 | $258,000 | -7.5% | 7,630 | -0.9% | 0.03% | 0.0% |
| Q4 2019 | $279,000 | +398.2% | 7,702 | +389.0% | 0.03% | +100.0% |
| Q3 2019 | $56,000 | -80.3% | 1,575 | -80.4% | 0.01% | -51.7% |
| Q2 2019 | $284,000 | +7.2% | 8,028 | +4.3% | 0.03% | +7.4% |
| Q1 2019 | $265,000 | +6.0% | 7,696 | +0.9% | 0.03% | -10.0% |
| Q4 2018 | $250,000 | – | 7,630 | – | 0.03% | – |
| Q3 2018 | $0 | – | 0 | – | 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% |