ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 150 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $11,058,000 | +48.6% | 276,376 | +46.7% | 0.20% | +47.0% |
| Q3 2021 | $7,443,000 | +14.6% | 188,424 | +15.5% | 0.13% | +7.2% |
| Q2 2021 | $6,494,000 | -31.2% | 163,167 | -33.2% | 0.12% | -40.2% |
| Q1 2021 | $9,445,000 | +90.2% | 244,379 | +90.6% | 0.21% | +74.2% |
| Q4 2020 | $4,967,000 | +43.4% | 128,187 | +37.6% | 0.12% | +14.3% |
| Q3 2020 | $3,463,000 | +129.9% | 93,172 | +125.2% | 0.10% | +101.9% |
| Q2 2020 | $1,506,000 | +9.8% | 41,368 | +9.4% | 0.05% | +40.5% |
| Q4 2019 | $1,371,000 | +4.4% | 37,829 | +2.7% | 0.04% | -21.3% |
| Q3 2019 | $1,313,000 | +15.7% | 36,818 | +14.3% | 0.05% | +11.9% |
| Q2 2019 | $1,135,000 | +18.5% | 32,221 | +16.1% | 0.04% | +2.4% |
| Q1 2019 | $958,000 | +6.4% | 27,754 | +0.9% | 0.04% | +2.5% |
| Q4 2018 | $900,000 | -16.4% | 27,506 | -12.6% | 0.04% | -7.0% |
| Q3 2018 | $1,076,000 | +9.1% | 31,468 | +8.6% | 0.04% | 0.0% |
| Q2 2018 | $986,000 | +5.3% | 28,989 | +6.1% | 0.04% | -4.4% |
| Q1 2018 | $936,000 | +59.7% | 27,315 | +61.6% | 0.04% | +55.2% |
| Q4 2017 | $586,000 | +17.7% | 16,898 | +16.9% | 0.03% | +7.4% |
| Q3 2017 | $498,000 | +23.0% | 14,450 | +21.2% | 0.03% | +8.0% |
| Q2 2017 | $405,000 | +8.6% | 11,927 | +6.5% | 0.02% | +4.2% |
| Q1 2017 | $373,000 | +16.9% | 11,196 | +14.0% | 0.02% | 0.0% |
| Q4 2016 | $319,000 | – | 9,820 | – | 0.02% | – |
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% |