ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 169 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,000 | -99.4% | 17 | -99.6% | 0.00% | -100.0% |
| Q1 2022 | $169,000 | +1026.7% | 4,488 | +1044.9% | 0.00% | – |
| Q3 2021 | $15,000 | -6.2% | 392 | 0.0% | 0.00% | – |
| Q2 2021 | $16,000 | +6.7% | 392 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | 0.0% | 392 | 0.0% | 0.00% | – |
| Q4 2020 | $15,000 | 0.0% | 392 | 0.0% | 0.00% | – |
| Q3 2020 | $15,000 | -91.7% | 392 | -92.1% | 0.00% | -100.0% |
| Q2 2020 | $180,000 | -22.7% | 4,935 | -22.7% | 0.00% | -25.0% |
| Q4 2019 | $233,000 | -10.7% | 6,388 | -12.9% | 0.00% | -55.6% |
| Q3 2019 | $261,000 | +6.1% | 7,330 | +5.5% | 0.01% | 0.0% |
| Q2 2019 | $246,000 | -6.1% | 6,949 | -8.6% | 0.01% | -18.2% |
| Q1 2019 | $262,000 | -25.8% | 7,599 | -29.2% | 0.01% | -42.1% |
| Q4 2018 | $353,000 | – | 10,739 | – | 0.02% | – |
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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% |