ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 162 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,767,739 | +113.3% | 405,399 | +121.4% | 0.08% | +110.3% |
| Q2 2023 | $6,454,088 | -7.2% | 183,147 | -7.9% | 0.04% | -13.3% |
| Q1 2023 | $6,952,283 | +4.5% | 198,864 | +0.4% | 0.04% | -6.2% |
| Q4 2022 | $6,655,027 | -10.3% | 198,007 | -13.0% | 0.05% | -18.6% |
| Q3 2022 | $7,421,000 | -7.9% | 227,511 | -2.4% | 0.06% | -7.8% |
| Q2 2022 | $8,060,000 | -19.6% | 233,149 | -12.4% | 0.06% | -7.2% |
| Q1 2022 | $10,022,000 | +20.7% | 266,048 | +28.2% | 0.07% | +19.0% |
| Q4 2021 | $8,305,000 | +21.7% | 207,579 | +20.2% | 0.06% | +3.6% |
| Q3 2021 | $6,822,000 | +67.6% | 172,706 | +68.8% | 0.06% | +55.6% |
| Q2 2021 | $4,071,000 | +6.5% | 102,297 | +3.5% | 0.04% | -7.7% |
| Q1 2021 | $3,821,000 | -0.8% | 98,850 | -0.6% | 0.04% | -11.4% |
| Q4 2020 | $3,853,000 | +9.7% | 99,425 | +5.2% | 0.04% | -12.0% |
| Q3 2020 | $3,512,000 | +20.4% | 94,498 | +18.0% | 0.05% | +11.1% |
| Q2 2020 | $2,916,000 | +41.1% | 80,090 | +31.0% | 0.04% | -4.3% |
| Q1 2020 | $2,066,000 | -82.5% | 61,148 | -81.2% | 0.05% | -81.6% |
| Q4 2019 | $11,773,000 | +167.9% | 324,868 | +163.6% | 0.26% | +100.8% |
| Q3 2019 | $4,395,000 | +140.6% | 123,259 | +138.7% | 0.13% | +130.9% |
| Q2 2019 | $1,827,000 | +248.0% | 51,636 | +239.7% | 0.06% | +52.8% |
| Q1 2019 | $525,000 | +144.2% | 15,200 | +142.3% | 0.04% | +200.0% |
| Q3 2018 | $215,000 | +2.4% | 6,274 | +2.2% | 0.01% | -25.0% |
| Q1 2018 | $210,000 | -13.2% | 6,141 | -12.1% | 0.02% | -23.8% |
| Q4 2017 | $242,000 | – | 6,990 | – | 0.02% | – |
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% |