ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 144 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $323,000 | -18.6% | 9,337 | -11.4% | 0.01% | +16.7% |
| Q1 2022 | $397,000 | +10.0% | 10,538 | +16.9% | 0.01% | +20.0% |
| Q4 2021 | $361,000 | +41.6% | 9,016 | +39.7% | 0.01% | +25.0% |
| Q3 2021 | $255,000 | -0.8% | 6,455 | +0.1% | 0.00% | 0.0% |
| Q2 2021 | $257,000 | +3.2% | 6,450 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $249,000 | – | 6,446 | – | 0.00% | – |
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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% |