ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,679 | -2.9% | 108 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $3,789 | +1.4% | 108 | +1.9% | 0.00% | 0.0% |
| Q1 2023 | $3,738 | -3.8% | 106 | -8.6% | 0.00% | 0.0% |
| Q4 2022 | $3,886 | -2.8% | 116 | +0.9% | 0.00% | 0.0% |
| Q3 2022 | $4,000 | 0.0% | 115 | +0.9% | 0.00% | 0.0% |
| Q2 2022 | $4,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | -20.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $5,000 | +25.0% | 114 | +0.9% | 0.00% | 0.0% |
| Q3 2021 | $4,000 | 0.0% | 113 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,000 | 0.0% | 113 | -91.1% | 0.00% | 0.0% |
| Q1 2021 | $4,000 | -84.6% | 1,265 | +88.2% | 0.00% | -88.9% |
| Q4 2020 | $26,000 | +4.0% | 672 | +0.9% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | -44.4% | 666 | -46.0% | 0.01% | -47.1% |
| Q2 2020 | $45,000 | +7.1% | 1,234 | -1.6% | 0.02% | -10.5% |
| Q1 2020 | $42,000 | +27.3% | 1,254 | +39.2% | 0.02% | +35.7% |
| Q4 2019 | $33,000 | – | 901 | – | 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% |