ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 93 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $259,000 | -1.1% | 6,480 | -2.2% | 0.12% | -7.7% |
| Q3 2021 | $262,000 | -1.9% | 6,623 | -1.2% | 0.13% | -7.8% |
| Q2 2021 | $267,000 | +29.0% | 6,705 | +25.2% | 0.14% | +8.5% |
| Q1 2021 | $207,000 | -14.8% | 5,356 | -14.7% | 0.13% | -22.6% |
| Q4 2020 | $243,000 | +3.0% | 6,280 | -1.2% | 0.17% | -14.3% |
| Q3 2020 | $236,000 | +2.6% | 6,357 | +0.4% | 0.20% | -2.5% |
| Q2 2020 | $230,000 | +8.0% | 6,330 | +0.6% | 0.20% | -6.9% |
| Q1 2020 | $213,000 | -49.0% | 6,291 | -45.5% | 0.22% | -43.6% |
| Q4 2019 | $418,000 | -7.1% | 11,536 | -8.6% | 0.38% | +3.8% |
| Q3 2019 | $450,000 | +9.5% | 12,618 | +8.8% | 0.37% | +11.1% |
| Q2 2019 | $411,000 | +21.2% | 11,601 | +18.1% | 0.33% | +29.7% |
| Q1 2019 | $339,000 | +5.6% | 9,826 | +0.1% | 0.26% | -5.9% |
| Q4 2018 | $321,000 | 0.0% | 9,821 | +4.7% | 0.27% | +13.3% |
| Q3 2018 | $321,000 | -3.0% | 9,383 | -3.5% | 0.24% | -3.6% |
| Q2 2018 | $331,000 | -12.0% | 9,726 | -11.5% | 0.25% | -10.8% |
| Q1 2018 | $376,000 | -10.7% | 10,994 | -9.6% | 0.28% | -18.7% |
| Q4 2017 | $421,000 | +5.5% | 12,155 | +5.1% | 0.34% | -38.5% |
| Q3 2017 | $399,000 | -2.7% | 11,564 | -4.0% | 0.56% | +49.2% |
| Q2 2017 | $410,000 | -3.3% | 12,052 | -5.2% | 0.37% | -4.6% |
| Q1 2017 | $424,000 | +1.0% | 12,707 | -1.5% | 0.39% | -8.4% |
| Q4 2016 | $420,000 | – | 12,907 | – | 0.43% | – |
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% |