ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 169 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,612,471 | -3.5% | 47,480 | +0.2% | 0.22% | -2.2% |
| Q2 2023 | $1,670,308 | -0.4% | 47,398 | -1.2% | 0.23% | -1.7% |
| Q1 2023 | $1,677,103 | +2.4% | 47,972 | -1.5% | 0.23% | -2.9% |
| Q4 2022 | $1,637,462 | +55.7% | 48,719 | +51.1% | 0.24% | +43.4% |
| Q3 2022 | $1,052,000 | -39.4% | 32,237 | -35.8% | 0.17% | -36.6% |
| Q2 2022 | $1,735,000 | -8.6% | 50,201 | -0.4% | 0.26% | +1.6% |
| Q1 2022 | $1,898,000 | -39.0% | 50,391 | -35.2% | 0.26% | -38.0% |
| Q4 2021 | $3,113,000 | +5.5% | 77,803 | +4.2% | 0.42% | -5.2% |
| Q3 2021 | $2,951,000 | -5.9% | 74,697 | -5.2% | 0.44% | -7.6% |
| Q2 2021 | $3,136,000 | +1.6% | 78,793 | -1.4% | 0.48% | -8.8% |
| Q1 2021 | $3,088,000 | +2.0% | 79,886 | +2.3% | 0.52% | -11.5% |
| Q4 2020 | $3,026,000 | +3.6% | 78,100 | -0.7% | 0.59% | -16.6% |
| Q3 2020 | $2,922,000 | +2.6% | 78,620 | +0.5% | 0.71% | -25.1% |
| Q2 2020 | $2,849,000 | -0.6% | 78,245 | -5.0% | 0.94% | -6.9% |
| Q1 2020 | $2,867,000 | +95.2% | 82,329 | +105.4% | 1.01% | +132.9% |
| Q4 2019 | $1,469,000 | +3.3% | 40,083 | +0.5% | 0.44% | -13.5% |
| Q3 2019 | $1,422,000 | +43.9% | 39,888 | +42.8% | 0.50% | +32.7% |
| Q2 2019 | $988,000 | – | 27,923 | – | 0.38% | – |
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% |