ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 150 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $806,098 | -11.5% | 23,736 | -8.2% | 0.04% | -11.1% |
| Q2 2023 | $910,884 | -22.0% | 25,848 | -22.6% | 0.04% | -29.7% |
| Q1 2023 | $1,167,804 | +24.6% | 33,404 | +19.8% | 0.06% | +12.3% |
| Q4 2022 | $937,114 | -25.6% | 27,882 | -23.5% | 0.06% | -32.9% |
| Q3 2022 | $1,260,000 | 0.0% | 36,454 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $1,260,000 | -14.1% | 36,454 | -0.6% | 0.08% | -2.3% |
| Q4 2021 | $1,467,000 | -32.1% | 36,667 | -32.9% | 0.09% | +26.1% |
| Q3 2021 | $2,159,000 | -1.5% | 54,669 | -0.7% | 0.07% | -1.4% |
| Q2 2021 | $2,192,000 | +13.4% | 55,080 | +10.1% | 0.07% | 0.0% |
| Q1 2021 | $1,933,000 | – | 50,024 | – | 0.07% | – |
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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% |