ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 144 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,658,312 | -4.6% | 48,830 | -1.0% | 0.12% | -1.6% |
Q2 2023 | $1,737,401 | -13.6% | 49,302 | -14.3% | 0.12% | -13.3% |
Q1 2023 | $2,010,655 | +21.3% | 57,513 | +16.6% | 0.14% | +11.7% |
Q4 2022 | $1,657,764 | -6.4% | 49,323 | -9.2% | 0.13% | -13.5% |
Q3 2022 | $1,771,000 | -11.0% | 54,295 | -5.7% | 0.15% | -6.9% |
Q2 2022 | $1,990,000 | -23.9% | 57,555 | -17.1% | 0.16% | -9.1% |
Q1 2022 | $2,614,000 | -38.3% | 69,394 | -34.5% | 0.18% | -36.6% |
Q4 2021 | $4,236,000 | +18.7% | 105,885 | +18.0% | 0.28% | -1.8% |
Q2 2021 | $3,570,000 | +18.0% | 89,700 | +14.6% | 0.28% | -3.8% |
Q1 2021 | $3,026,000 | +21.0% | 78,296 | +21.3% | 0.29% | +12.3% |
Q4 2020 | $2,500,000 | +11.5% | 64,526 | +6.9% | 0.26% | +51.2% |
Q3 2020 | $2,243,000 | +339.8% | 60,352 | +330.7% | 0.17% | +123.4% |
Q2 2020 | $510,000 | -59.8% | 14,012 | -60.0% | 0.08% | -51.9% |
Q4 2019 | $1,270,000 | – | 35,042 | – | 0.16% | – |
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% |