ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 162 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,124 | -3.6% | 33,100 | 0.0% | 0.10% | -2.1% |
| Q2 2023 | $1,166 | +0.8% | 33,100 | 0.0% | 0.10% | -4.0% |
| Q1 2023 | $1,157 | +4.0% | 33,100 | 0.0% | 0.10% | -1.0% |
| Q4 2022 | $1,112 | -99.9% | 33,100 | 0.0% | 0.10% | -4.7% |
| Q3 2022 | $1,080,000 | -5.6% | 33,100 | 0.0% | 0.11% | +1.9% |
| Q2 2022 | $1,144,000 | -8.3% | 33,100 | 0.0% | 0.10% | +7.1% |
| Q1 2022 | $1,247,000 | -5.8% | 33,100 | 0.0% | 0.10% | -4.9% |
| Q4 2021 | $1,324,000 | +1.3% | 33,100 | 0.0% | 0.10% | -6.4% |
| Q3 2021 | $1,307,000 | -0.8% | 33,100 | 0.0% | 0.11% | +4.8% |
| Q2 2021 | $1,317,000 | +3.0% | 33,100 | 0.0% | 0.10% | -4.5% |
| Q1 2021 | $1,279,000 | +329.2% | 33,100 | +329.9% | 0.11% | +279.3% |
| Q4 2020 | $298,000 | -5.7% | 7,700 | -9.4% | 0.03% | -14.7% |
| Q3 2020 | $316,000 | -20.0% | 8,500 | -21.7% | 0.03% | -29.2% |
| Q2 2020 | $395,000 | +7.6% | 10,850 | 0.0% | 0.05% | 0.0% |
| Q1 2020 | $367,000 | -13.0% | 10,850 | -6.9% | 0.05% | +14.3% |
| Q4 2019 | $422,000 | +1.7% | 11,650 | 0.0% | 0.04% | -12.5% |
| Q3 2019 | $415,000 | – | 11,650 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 4,645,253 | $151,528,000 | 13.58% |
| Curran Financial Partners, LLC | 449,559 | $14,665,000 | 7.44% |
| Weaver Consulting Group | 202,889 | $6,618,000 | 3.80% |
| Investment Advisory Group, LLC | 167,741 | $5,472,000 | 3.80% |
| Thrive Capital Management, LLC | 159,485 | $5,202,000 | 3.52% |
| ATLAS CAPITAL ADVISORS LLC | 518,500 | $16,913,470,000 | 3.08% |
| Archvest Wealth Advisors, Inc. | 85,528 | $2,790,000 | 2.86% |
| LFS ASSET MANAGEMENT | 64,681 | $2,110,000 | 2.13% |
| YARGER WEALTH STRATEGIES, LLC | 35,194 | $1,148,000 | 1.52% |
| Financial Advisors, LLC | 135,013 | $4,372,000 | 1.52% |