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 | $230,086 | -3.6% | 6,775 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $238,751 | +0.8% | 6,775 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $236,854 | +4.0% | 6,775 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $227,708 | +3.0% | 6,775 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $221,000 | -25.3% | 6,775 | -20.8% | 0.01% | -38.5% |
| Q2 2022 | $296,000 | -8.1% | 8,557 | 0.0% | 0.01% | +8.3% |
| Q1 2022 | $322,000 | -5.8% | 8,557 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $342,000 | +1.2% | 8,557 | 0.0% | 0.01% | -7.7% |
| Q3 2021 | $338,000 | -0.9% | 8,557 | 0.0% | 0.01% | -7.1% |
| Q2 2021 | $341,000 | +3.0% | 8,557 | 0.0% | 0.01% | -6.7% |
| Q1 2021 | $331,000 | -0.3% | 8,557 | 0.0% | 0.02% | -11.8% |
| Q4 2020 | $332,000 | -0.6% | 8,557 | -4.9% | 0.02% | -26.1% |
| Q3 2020 | $334,000 | 0.0% | 8,999 | +0.2% | 0.02% | -4.2% |
| Q2 2020 | $334,000 | – | 8,983 | – | 0.02% | – |
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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% |