ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 60 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $238,000 | -3.6% | 6,017 | -3.2% | 0.05% | -4.1% |
| Q2 2021 | $247,000 | -30.2% | 6,217 | -32.1% | 0.05% | -33.8% |
| Q1 2021 | $354,000 | +15.7% | 9,150 | +15.8% | 0.07% | +8.8% |
| Q4 2020 | $306,000 | +8.9% | 7,899 | +4.5% | 0.07% | -2.9% |
| Q3 2020 | $281,000 | -16.9% | 7,558 | -18.7% | 0.07% | -23.1% |
| Q2 2020 | $338,000 | +8.3% | 9,296 | +0.8% | 0.09% | -6.2% |
| Q1 2020 | $312,000 | -4.6% | 9,224 | +2.2% | 0.10% | +15.5% |
| Q4 2019 | $327,000 | +2.2% | 9,024 | +0.4% | 0.08% | -6.7% |
| Q3 2019 | $320,000 | +0.6% | 8,986 | 0.0% | 0.09% | -2.2% |
| Q2 2019 | $318,000 | +0.6% | 8,986 | -1.8% | 0.09% | -5.2% |
| Q1 2019 | $316,000 | +2.6% | 9,149 | -2.8% | 0.10% | -8.5% |
| Q4 2018 | $308,000 | -48.8% | 9,415 | -46.5% | 0.11% | -44.2% |
| Q3 2018 | $601,000 | +0.5% | 17,585 | -0.0% | 0.19% | -8.2% |
| Q2 2018 | $598,000 | +2.7% | 17,591 | +3.6% | 0.21% | -10.4% |
| Q1 2018 | $582,000 | +1.0% | 16,984 | +2.1% | 0.23% | +3.1% |
| Q4 2017 | $576,000 | +0.7% | 16,631 | +0.2% | 0.22% | -2.6% |
| Q3 2017 | $572,000 | +1.1% | 16,595 | -0.4% | 0.23% | -4.2% |
| Q2 2017 | $566,000 | +7.8% | 16,670 | +5.8% | 0.24% | +0.8% |
| Q1 2017 | $525,000 | +1.9% | 15,761 | -0.5% | 0.24% | -7.4% |
| Q4 2016 | $515,000 | – | 15,846 | – | 0.26% | – |
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% |