ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 162 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $446,356 | -7.1% | 13,143 | -3.6% | 0.12% | -2.5% |
| Q2 2023 | $480,211 | +3.6% | 13,627 | +2.8% | 0.12% | -0.8% |
| Q1 2023 | $463,603 | +15.2% | 13,261 | +10.8% | 0.12% | +10.1% |
| Q4 2022 | $402,427 | -2.1% | 11,973 | -4.9% | 0.11% | -8.4% |
| Q3 2022 | $411,000 | -4.4% | 12,591 | +1.3% | 0.12% | -0.8% |
| Q2 2022 | $430,000 | -5.1% | 12,426 | +3.4% | 0.12% | +13.2% |
| Q1 2022 | $453,000 | -7.6% | 12,022 | -1.8% | 0.11% | -3.6% |
| Q4 2021 | $490,000 | +11.9% | 12,239 | +10.5% | 0.11% | +0.9% |
| Q3 2021 | $438,000 | 0.0% | 11,077 | +0.6% | 0.11% | -2.7% |
| Q2 2021 | $438,000 | +10.9% | 11,006 | +7.7% | 0.11% | +3.7% |
| Q1 2021 | $395,000 | -3.4% | 10,216 | -3.2% | 0.11% | -7.7% |
| Q4 2020 | $409,000 | +10.5% | 10,551 | +6.1% | 0.12% | -0.8% |
| Q3 2020 | $370,000 | +37.0% | 9,941 | +34.1% | 0.12% | +28.3% |
| Q2 2020 | $270,000 | +8.4% | 7,414 | +0.7% | 0.09% | -4.2% |
| Q1 2020 | $249,000 | +39.9% | 7,366 | +49.6% | 0.10% | +65.5% |
| Q4 2019 | $178,000 | +39.1% | 4,923 | +36.9% | 0.06% | +45.0% |
| Q3 2019 | $128,000 | +255.6% | 3,595 | +249.0% | 0.04% | +300.0% |
| Q2 2019 | $36,000 | – | 1,030 | – | 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% |