ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 141 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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% |