ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 148 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,880 | -0.8% | 2,735 | +2.9% | 0.00% | 0.0% |
| Q2 2023 | $93,619 | +11.2% | 2,657 | +10.3% | 0.00% | 0.0% |
| Q1 2023 | $84,207 | +20.0% | 2,409 | +15.4% | 0.00% | 0.0% |
| Q4 2022 | $70,149 | -78.8% | 2,087 | -79.4% | 0.00% | -75.0% |
| Q3 2022 | $331,000 | +237.8% | 10,154 | +259.6% | 0.00% | +300.0% |
| Q2 2022 | $98,000 | +5.4% | 2,824 | +14.8% | 0.00% | 0.0% |
| Q1 2022 | $93,000 | -7.9% | 2,460 | -2.2% | 0.00% | 0.0% |
| Q4 2021 | $101,000 | 0.0% | 2,515 | -1.9% | 0.00% | -50.0% |
| Q3 2021 | $101,000 | -25.2% | 2,564 | -24.4% | 0.00% | 0.0% |
| Q2 2021 | $135,000 | +1.5% | 3,392 | -1.5% | 0.00% | -33.3% |
| Q1 2021 | $133,000 | -50.2% | 3,443 | -50.1% | 0.00% | -57.1% |
| Q4 2020 | $267,000 | – | 6,900 | – | 0.01% | – |
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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% |