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 2023 | $371,743 | -18.6% | 10,946 | -15.5% | 0.00% | -25.0% |
| Q2 2023 | $456,731 | +5.1% | 12,961 | +4.3% | 0.00% | 0.0% |
| Q1 2023 | $434,601 | -17.1% | 12,431 | -20.3% | 0.00% | -20.0% |
| Q4 2022 | $524,062 | +45.2% | 15,592 | +40.9% | 0.01% | -28.6% |
| Q3 2022 | $361,000 | -19.8% | 11,063 | -15.1% | 0.01% | 0.0% |
| Q2 2022 | $450,000 | -16.0% | 13,029 | -8.4% | 0.01% | -12.5% |
| Q1 2022 | $536,000 | -0.4% | 14,220 | +5.8% | 0.01% | 0.0% |
| Q4 2021 | $538,000 | -5.3% | 13,443 | -6.5% | 0.01% | -11.1% |
| Q3 2021 | $568,000 | +7.8% | 14,380 | +8.5% | 0.01% | +12.5% |
| Q2 2021 | $527,000 | -15.3% | 13,249 | -17.7% | 0.01% | -33.3% |
| Q1 2021 | $622,000 | -24.1% | 16,102 | -23.8% | 0.01% | -25.0% |
| Q4 2020 | $819,000 | +124.4% | 21,145 | +115.5% | 0.02% | -46.7% |
| Q3 2020 | $365,000 | – | 9,814 | – | 0.03% | – |
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% |