ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,615 | -3.6% | 342 | 0.0% | 0.00% | – |
| Q2 2023 | $12,052 | +0.8% | 342 | 0.0% | 0.00% | – |
| Q1 2023 | $11,956 | +4.0% | 342 | 0.0% | 0.00% | – |
| Q4 2022 | $11,495 | -4.2% | 342 | -10.5% | 0.00% | – |
| Q3 2022 | $12,000 | -7.7% | 382 | 0.0% | 0.00% | – |
| Q2 2022 | $13,000 | -7.1% | 382 | 0.0% | 0.00% | – |
| Q1 2022 | $14,000 | -80.6% | 382 | -79.0% | 0.00% | – |
| Q4 2021 | $72,000 | +3500.0% | 1,815 | +4437.5% | 0.00% | – |
| Q3 2021 | $2,000 | +100.0% | 40 | +48.1% | 0.00% | – |
| Q2 2019 | $1,000 | -96.6% | 27 | -96.8% | 0.00% | – |
| Q4 2017 | $29,000 | +866.7% | 839 | +739.0% | 0.00% | – |
| Q3 2014 | $3,000 | – | 100 | – | 0.00% | – |
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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% |