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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,377 | -6.7% | 600 | -3.2% | 0.00% | 0.0% |
| Q2 2023 | $21,849 | +0.8% | 620 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $21,675 | -1.5% | 620 | -5.3% | 0.00% | 0.0% |
| Q4 2022 | $22,015 | -24.1% | 655 | -9.7% | 0.00% | -33.3% |
| Q4 2021 | $29,000 | 0.0% | 725 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $29,000 | 0.0% | 725 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $29,000 | +3.6% | 725 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $28,000 | 0.0% | 725 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $28,000 | -6.7% | 725 | -9.4% | 0.00% | -25.0% |
| Q3 2020 | $30,000 | -9.1% | 800 | -11.1% | 0.00% | 0.0% |
| Q2 2020 | $33,000 | -5.7% | 900 | -13.2% | 0.00% | -33.3% |
| Q1 2020 | $35,000 | -7.9% | 1,037 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $38,000 | – | 1,037 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curran Financial Partners, LLC | 210,350 | $7,353,823 | 3.49% |
| Archvest Wealth Advisors, Inc. | 106,803 | $3,733,817 | 3.31% |
| WNY Asset Management, LLC | 382,554 | $13,374,143 | 3.18% |
| Thrive Capital Management, LLC | 139,464 | $4,843,571 | 3.06% |
| Investment Advisory Group, LLC | 148,554 | $5,193,449 | 2.99% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $18,126,760 | 2.85% |
| Weaver Consulting Group | 175,107 | $6,121,734 | 2.80% |
| MANGROVE PARTNERS IM, LLC | 270,253 | $9,448,045 | 0.62% |
| RDA Financial Network | 34,873 | $1,219,160 | 0.56% |
| GeoWealth Management, LLC | 132,494 | $4,632 | 0.54% |