ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 120 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $224,000 | -10.8% | 5,945 | -5.4% | 0.02% | 0.0% |
| Q4 2021 | $251,000 | -24.6% | 6,284 | -24.9% | 0.02% | -55.8% |
| Q2 2021 | $333,000 | +8.1% | 8,366 | +5.2% | 0.04% | -8.5% |
| Q1 2021 | $308,000 | +6.9% | 7,949 | +6.8% | 0.05% | +11.9% |
| Q4 2020 | $288,000 | +4.3% | 7,443 | +0.4% | 0.04% | -8.7% |
| Q3 2020 | $276,000 | -16.9% | 7,416 | -24.5% | 0.05% | -39.5% |
| Q1 2020 | $332,000 | +13.3% | 9,825 | +21.7% | 0.08% | +55.1% |
| Q4 2019 | $293,000 | – | 8,075 | – | 0.05% | – |
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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% |