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 | $276,158 | -9.7% | 8,132 | -6.3% | 0.03% | -11.1% |
Q2 2023 | $305,894 | -3.2% | 8,680 | -4.0% | 0.04% | -12.2% |
Q1 2023 | $316,037 | +5.8% | 9,040 | +1.7% | 0.04% | -6.8% |
Q4 2022 | $298,840 | -6.0% | 8,891 | -8.8% | 0.04% | -15.4% |
Q3 2022 | $318,000 | -26.4% | 9,749 | -22.0% | 0.05% | -26.8% |
Q2 2022 | $432,000 | -16.9% | 12,500 | -9.5% | 0.07% | -10.1% |
Q1 2022 | $520,000 | -21.8% | 13,806 | -16.9% | 0.08% | -21.0% |
Q4 2021 | $665,000 | +13.1% | 16,623 | +11.6% | 0.10% | +3.1% |
Q3 2021 | $588,000 | -15.2% | 14,895 | -14.5% | 0.10% | -19.2% |
Q2 2021 | $693,000 | -1.1% | 17,415 | -4.0% | 0.12% | -12.4% |
Q1 2021 | $701,000 | +64.9% | 18,149 | +65.3% | 0.14% | +50.5% |
Q4 2020 | $425,000 | +4.7% | 10,977 | +0.6% | 0.09% | -9.0% |
Q3 2020 | $406,000 | +38.6% | 10,911 | +35.4% | 0.10% | +12.4% |
Q2 2020 | $293,000 | +1731.2% | 8,057 | +1663.0% | 0.09% | +888.9% |
Q3 2019 | $16,000 | – | 457 | – | 0.01% | – |
Q2 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2017 | $7,000 | – | 200 | – | 0.01% | – |
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% |