ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 150 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $266,000 | -6.0% | 7,066 | 0.0% | 0.02% | -4.8% |
| Q4 2021 | $283,000 | -24.5% | 7,066 | -25.6% | 0.02% | -32.3% |
| Q3 2021 | $375,000 | -8.5% | 9,495 | -7.9% | 0.03% | +19.2% |
| Q2 2021 | $410,000 | +24.6% | 10,305 | +21.2% | 0.03% | +8.3% |
| Q1 2021 | $329,000 | +45.6% | 8,504 | +45.8% | 0.02% | +26.3% |
| Q4 2020 | $226,000 | +4.6% | 5,833 | +0.5% | 0.02% | -13.6% |
| Q3 2020 | $216,000 | +2.4% | 5,803 | 0.0% | 0.02% | -24.1% |
| Q2 2020 | $211,000 | – | 5,803 | – | 0.03% | – |
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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% |