ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 128 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,143,000 | -1.3% | 28,927 | -0.6% | 0.15% | -5.7% |
| Q2 2021 | $1,158,000 | -26.4% | 29,088 | -28.5% | 0.16% | -31.7% |
| Q1 2021 | $1,573,000 | -26.5% | 40,686 | -26.3% | 0.23% | -41.2% |
| Q4 2020 | $2,141,000 | -37.5% | 55,240 | -40.1% | 0.39% | -47.9% |
| Q3 2020 | $3,428,000 | -17.6% | 92,229 | -19.2% | 0.75% | -24.6% |
| Q2 2020 | $4,158,000 | +0.7% | 114,195 | -6.5% | 1.00% | -23.7% |
| Q1 2020 | $4,128,000 | -12.9% | 122,188 | -6.6% | 1.30% | +35.9% |
| Q4 2019 | $4,739,000 | -4.5% | 130,780 | -6.1% | 0.96% | -9.1% |
| Q3 2019 | $4,964,000 | -3.9% | 139,207 | -4.6% | 1.06% | -12.6% |
| Q2 2019 | $5,166,000 | -0.4% | 145,973 | -2.8% | 1.21% | +18.4% |
| Q1 2019 | $5,186,000 | +16.7% | 150,245 | +10.7% | 1.02% | +6.7% |
| Q4 2018 | $4,443,000 | -8.6% | 135,778 | -4.5% | 0.96% | -18.2% |
| Q3 2018 | $4,860,000 | +11.0% | 142,154 | +10.3% | 1.17% | -8.0% |
| Q2 2018 | $4,380,000 | +0.6% | 128,828 | +1.4% | 1.27% | +10.0% |
| Q1 2018 | $4,353,000 | -19.5% | 127,053 | -18.6% | 1.16% | -15.9% |
| Q4 2017 | $5,407,000 | -0.5% | 156,044 | -1.0% | 1.37% | -10.8% |
| Q3 2017 | $5,432,000 | -9.9% | 157,546 | -11.3% | 1.54% | -21.5% |
| Q2 2017 | $6,032,000 | +9.7% | 177,525 | +7.6% | 1.96% | +4.3% |
| Q1 2017 | $5,500,000 | +4.7% | 165,027 | +2.2% | 1.88% | -0.8% |
| Q4 2016 | $5,254,000 | – | 161,509 | – | 1.90% | – |
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% |