ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 89 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $233,000 | -7.9% | 6,729 | 0.0% | 0.05% | +11.6% |
| Q1 2022 | $253,000 | -8.0% | 6,729 | -2.2% | 0.04% | -2.3% |
| Q4 2021 | $275,000 | -1.4% | 6,881 | -2.4% | 0.04% | -17.0% |
| Q3 2021 | $279,000 | -6.1% | 7,053 | -5.5% | 0.05% | -22.1% |
| Q2 2021 | $297,000 | +4.9% | 7,462 | +2.0% | 0.07% | 0.0% |
| Q1 2021 | $283,000 | -15.3% | 7,319 | -14.3% | 0.07% | -13.9% |
| Q4 2020 | $334,000 | +9.2% | 8,545 | +3.8% | 0.08% | -9.2% |
| Q3 2020 | $306,000 | +4.4% | 8,232 | +2.4% | 0.09% | +2.4% |
| Q2 2020 | $293,000 | -7.0% | 8,042 | -13.9% | 0.08% | -19.8% |
| Q1 2020 | $315,000 | -27.8% | 9,339 | -22.4% | 0.11% | -7.0% |
| Q4 2019 | $436,000 | +2.1% | 12,035 | +0.5% | 0.11% | -5.8% |
| Q3 2019 | $427,000 | +31.0% | 11,977 | +29.6% | 0.12% | +28.7% |
| Q2 2019 | $326,000 | +0.6% | 9,239 | -1.7% | 0.09% | -42.7% |
| Q1 2019 | $324,000 | -3.9% | 9,396 | -6.3% | 0.16% | -8.9% |
| Q4 2018 | $337,000 | -22.2% | 10,023 | -23.8% | 0.18% | -17.8% |
| Q3 2018 | $433,000 | -5.5% | 13,149 | -2.4% | 0.22% | -5.2% |
| Q2 2018 | $458,000 | -3.6% | 13,471 | -2.8% | 0.23% | +7.9% |
| Q1 2018 | $475,000 | +6.5% | 13,866 | +7.8% | 0.21% | +17.6% |
| Q4 2017 | $446,000 | -6.3% | 12,861 | -6.8% | 0.18% | -12.1% |
| Q3 2017 | $476,000 | -7.2% | 13,795 | -7.7% | 0.21% | -9.2% |
| Q2 2017 | $513,000 | +2.2% | 14,950 | 0.0% | 0.23% | +9.6% |
| Q1 2017 | $502,000 | -10.0% | 14,950 | -12.9% | 0.21% | -13.0% |
| Q4 2016 | $558,000 | -2.8% | 17,159 | -0.2% | 0.24% | -5.5% |
| Q3 2016 | $574,000 | +7.1% | 17,188 | +5.2% | 0.25% | +5.4% |
| Q2 2016 | $536,000 | – | 16,342 | – | 0.24% | – |
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% |