ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 93 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $661,807 | -7.0% | 19,487 | -3.5% | 0.43% | +20.3% |
| Q2 2023 | $711,319 | +2055.5% | 20,185 | +1878.9% | 0.36% | +810.3% |
| Q4 2018 | $33,000 | -5.7% | 1,020 | +0.8% | 0.04% | -2.5% |
| Q3 2018 | $35,000 | +2.9% | 1,012 | 0.0% | 0.04% | +11.1% |
| Q2 2018 | $34,000 | -17.1% | 1,012 | -15.2% | 0.04% | -14.3% |
| Q1 2018 | $41,000 | -2.4% | 1,194 | -1.7% | 0.04% | -16.0% |
| Q4 2017 | $42,000 | – | 1,215 | – | 0.05% | – |
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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% |