ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 141 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $1,164,187 | +6.5% | 34,638 | +3.4% | 0.07% | -10.8% |
Q3 2022 | $1,093,000 | +0.6% | 33,494 | +6.5% | 0.07% | -5.1% |
Q2 2022 | $1,087,000 | -9.0% | 31,450 | -0.8% | 0.08% | -10.3% |
Q1 2022 | $1,194,000 | -9.1% | 31,690 | -3.5% | 0.09% | -3.3% |
Q4 2021 | $1,314,000 | -0.6% | 32,850 | -1.9% | 0.09% | -16.7% |
Q3 2021 | $1,322,000 | -2.9% | 33,477 | -2.1% | 0.11% | -1.8% |
Q2 2021 | $1,361,000 | +3.1% | 34,209 | +0.1% | 0.11% | -13.4% |
Q1 2021 | $1,320,000 | +7.4% | 34,163 | +7.8% | 0.13% | +5.8% |
Q4 2020 | $1,229,000 | +7.2% | 31,705 | +2.8% | 0.12% | -17.8% |
Q3 2020 | $1,146,000 | +0.4% | 30,843 | -1.6% | 0.15% | -8.2% |
Q2 2020 | $1,141,000 | +16.9% | 31,329 | +8.4% | 0.16% | +15.2% |
Q1 2020 | $976,000 | -28.6% | 28,893 | -23.3% | 0.14% | -16.9% |
Q4 2019 | $1,366,000 | +0.1% | 37,676 | -1.4% | 0.17% | -9.3% |
Q3 2019 | $1,364,000 | +1.7% | 38,230 | +0.9% | 0.18% | -3.2% |
Q2 2019 | $1,341,000 | +4.5% | 37,905 | +2.0% | 0.19% | -1.6% |
Q1 2019 | $1,283,000 | +20.2% | 37,179 | +14.0% | 0.19% | +14.3% |
Q4 2018 | $1,067,000 | -0.6% | 32,602 | +3.9% | 0.17% | +1.2% |
Q3 2018 | $1,073,000 | -4.1% | 31,389 | -4.6% | 0.17% | -13.1% |
Q2 2018 | $1,119,000 | +4.4% | 32,913 | +5.2% | 0.19% | -2.1% |
Q1 2018 | $1,072,000 | +12.4% | 31,290 | +13.6% | 0.20% | +8.3% |
Q4 2017 | $954,000 | +6.5% | 27,533 | +6.0% | 0.18% | -2.2% |
Q3 2017 | $896,000 | +5.2% | 25,976 | +3.6% | 0.18% | -2.6% |
Q2 2017 | $852,000 | +19.3% | 25,075 | +17.1% | 0.19% | +6.8% |
Q1 2017 | $714,000 | +5.2% | 21,419 | +2.6% | 0.18% | +7.3% |
Q4 2016 | $679,000 | +27.9% | 20,880 | +31.4% | 0.16% | +19.6% |
Q3 2016 | $531,000 | +14.2% | 15,896 | +12.2% | 0.14% | +9.5% |
Q2 2016 | $465,000 | +29.5% | 14,163 | +27.3% | 0.13% | +23.5% |
Q1 2016 | $359,000 | +0.3% | 11,125 | -1.7% | 0.10% | -2.9% |
Q4 2015 | $358,000 | +20.9% | 11,323 | +20.2% | 0.10% | +9.4% |
Q3 2015 | $296,000 | -3.0% | 9,421 | +0.2% | 0.10% | -2.0% |
Q2 2015 | $305,000 | +36.8% | 9,400 | +39.5% | 0.10% | +36.1% |
Q1 2015 | $223,000 | – | 6,739 | – | 0.07% | – |
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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% |