ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 148 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,006,006 | +230.4% | 29,622 | +242.8% | 0.00% | – |
| Q2 2023 | $304,509 | -33.0% | 8,641 | -33.5% | 0.00% | – |
| Q1 2023 | $454,200 | -97.8% | 12,992 | -97.9% | 0.00% | -100.0% |
| Q4 2022 | $21,066,426 | +273.5% | 626,791 | +262.5% | 0.02% | +216.7% |
| Q3 2022 | $5,641,000 | -2.9% | 172,916 | +2.9% | 0.01% | 0.0% |
| Q2 2022 | $5,812,000 | +472.6% | 168,112 | +523.7% | 0.01% | +500.0% |
| Q1 2022 | $1,015,000 | -64.4% | 26,952 | -62.2% | 0.00% | -50.0% |
| Q4 2021 | $2,855,000 | +704.2% | 71,348 | +694.8% | 0.00% | – |
| Q3 2021 | $355,000 | -0.3% | 8,977 | +0.4% | 0.00% | – |
| Q2 2021 | $356,000 | -4.0% | 8,945 | -6.8% | 0.00% | – |
| Q1 2021 | $371,000 | -10.0% | 9,598 | -9.7% | 0.00% | – |
| Q4 2020 | $412,000 | +48.2% | 10,631 | +42.2% | 0.00% | – |
| Q3 2020 | $278,000 | -26.1% | 7,475 | -27.5% | 0.00% | -100.0% |
| Q2 2020 | $376,000 | -76.6% | 10,315 | -78.3% | 0.00% | -66.7% |
| Q1 2020 | $1,605,000 | +145.8% | 47,528 | +163.7% | 0.00% | +200.0% |
| Q4 2019 | $653,000 | -89.3% | 18,021 | -90.3% | 0.00% | -90.9% |
| Q4 2018 | $6,110,000 | +823.0% | 186,735 | +877.9% | 0.01% | +1000.0% |
| Q4 2017 | $662,000 | +195.5% | 19,095 | +179.9% | 0.00% | 0.0% |
| Q2 2016 | $224,000 | – | 6,823 | – | 0.00% | – |
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% |