ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 169 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $302,000 | -41.9% | 7,639 | -41.6% | 0.02% | -43.9% |
| Q2 2021 | $520,000 | +31.0% | 13,072 | +27.1% | 0.04% | +10.8% |
| Q1 2021 | $397,000 | +0.8% | 10,283 | +1.2% | 0.04% | 0.0% |
| Q4 2020 | $394,000 | -18.4% | 10,164 | -21.8% | 0.04% | -32.7% |
| Q3 2020 | $483,000 | +2.5% | 13,004 | +0.5% | 0.06% | -14.1% |
| Q2 2020 | $471,000 | +8.3% | 12,940 | +0.4% | 0.06% | -19.0% |
| Q1 2020 | $435,000 | -9.0% | 12,886 | -2.4% | 0.08% | +21.5% |
| Q4 2019 | $478,000 | -5.7% | 13,198 | -7.1% | 0.06% | -17.7% |
| Q3 2019 | $507,000 | +17.6% | 14,206 | +16.8% | 0.08% | +14.5% |
| Q2 2019 | $431,000 | +22.8% | 12,165 | +19.6% | 0.07% | +4.5% |
| Q1 2019 | $351,000 | +3.5% | 10,168 | +0.4% | 0.07% | -8.3% |
| Q4 2018 | $339,000 | -18.9% | 10,130 | -17.1% | 0.07% | -17.2% |
| Q3 2018 | $418,000 | +67.9% | 12,221 | +67.3% | 0.09% | +55.4% |
| Q2 2018 | $249,000 | – | 7,307 | – | 0.06% | – |
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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% |