ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 169 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,296,026 | -7.9% | 245,736 | -3.8% | 0.01% | -18.8% |
| Q2 2023 | $9,006,427 | +4.6% | 255,430 | +3.5% | 0.02% | -23.8% |
| Q1 2023 | $8,609,426 | +57.4% | 246,714 | +51.6% | 0.02% | +50.0% |
| Q4 2022 | $5,470,927 | +477.7% | 162,777 | +459.6% | 0.01% | +180.0% |
| Q3 2022 | $947,000 | -4.3% | 29,088 | +1.4% | 0.01% | 0.0% |
| Q2 2022 | $990,000 | +3.1% | 28,698 | +9.0% | 0.01% | +66.7% |
| Q1 2022 | $960,000 | -8.9% | 26,329 | -0.2% | 0.00% | -25.0% |
| Q4 2021 | $1,054,000 | – | 26,382 | – | 0.00% | – |
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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% |