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 | 233,588 | $7,850,878 | 3.79% |
Allen Capital Group, LLC | 101,390 | $3,407,702 | 3.37% |
Archvest Wealth Advisors, Inc. | 101,390 | $3,407,702 | 3.37% |
WNY Asset Management, LLC | 356,328 | $11,976,196 | 3.24% |
Investment Advisory Group, LLC | 154,533 | $5,193,849 | 3.19% |
Weaver Consulting Group | 182,602 | $6,137,249 | 3.13% |
Thrive Capital Management, LLC | 138,044 | $4,639,646 | 3.03% |
ATLAS CAPITAL ADVISORS LLC | 518,500 | $17,426,785 | 2.93% |
Affiance Financial, LLC | 159,885 | $5,373,735 | 2.18% |
Sargent Bickham Lagudis LLC | 405,007 | $13,612,299 | 1.12% |