ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 89 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,547,955 | -57.8% | 133,917 | -56.2% | 0.00% | -75.0% |
| Q2 2023 | $10,785,872 | -5.6% | 306,069 | -6.3% | 0.00% | -20.0% |
| Q1 2023 | $11,420,383 | +131.8% | 326,670 | +116.3% | 0.01% | +150.0% |
| Q3 2022 | $4,926,000 | +314.3% | 151,021 | +339.1% | 0.00% | +100.0% |
| Q2 2022 | $1,189,000 | -37.2% | 34,394 | -31.5% | 0.00% | 0.0% |
| Q1 2022 | $1,892,000 | +37.6% | 50,228 | +46.2% | 0.00% | – |
| Q4 2021 | $1,375,000 | +243.8% | 34,357 | +239.6% | 0.00% | – |
| Q3 2021 | $400,000 | -28.2% | 10,118 | -29.8% | 0.00% | – |
| Q1 2021 | $557,000 | -38.6% | 14,404 | -38.5% | 0.00% | – |
| Q4 2020 | $907,000 | +255.7% | 23,410 | +240.6% | 0.00% | – |
| Q3 2020 | $255,000 | -87.3% | 6,873 | -88.5% | 0.00% | -100.0% |
| Q1 2020 | $2,015,000 | +47.7% | 59,653 | +58.5% | 0.00% | 0.0% |
| Q4 2019 | $1,364,000 | -8.5% | 37,637 | -10.6% | 0.00% | -33.3% |
| Q2 2019 | $1,490,000 | +20.0% | 42,094 | +17.0% | 0.00% | +50.0% |
| Q1 2019 | $1,242,000 | -76.6% | 35,965 | -76.8% | 0.00% | -80.0% |
| Q3 2018 | $5,302,000 | +42.0% | 155,061 | +41.2% | 0.01% | +11.1% |
| Q2 2018 | $3,733,000 | +124.2% | 109,785 | +128.4% | 0.01% | +80.0% |
| Q4 2017 | $1,665,000 | +56.6% | 48,057 | +55.9% | 0.01% | +66.7% |
| Q3 2017 | $1,063,000 | +86.8% | 30,828 | +84.2% | 0.00% | +50.0% |
| Q2 2017 | $569,000 | +173.6% | 16,732 | +161.4% | 0.00% | +100.0% |
| Q4 2016 | $208,000 | -78.4% | 6,401 | -78.2% | 0.00% | -80.0% |
| Q2 2016 | $965,000 | +177.3% | 29,400 | +166.0% | 0.01% | +150.0% |
| Q3 2015 | $348,000 | -79.9% | 11,053 | -79.2% | 0.00% | -81.8% |
| Q2 2015 | $1,729,000 | +105.1% | 53,267 | +108.8% | 0.01% | +57.1% |
| Q1 2015 | $843,000 | – | 25,517 | – | 0.01% | – |
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% |