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 | $440,610 | -3.7% | 12,974 | -0.1% | 0.61% | +146.2% |
| Q2 2023 | $457,698 | +0.7% | 12,988 | -0.1% | 0.25% | -14.1% |
| Q1 2023 | $454,375 | +5.9% | 12,997 | +1.8% | 0.29% | -71.7% |
| Q4 2022 | $429,166 | +2.9% | 12,769 | -0.2% | 1.02% | +134.6% |
| Q3 2022 | $417,000 | -5.9% | 12,790 | 0.0% | 0.44% | +48.6% |
| Q2 2022 | $443,000 | -8.1% | 12,790 | -0.1% | 0.29% | -19.9% |
| Q1 2022 | $482,000 | -5.3% | 12,802 | +0.6% | 0.37% | +66.8% |
| Q4 2021 | $509,000 | +1.2% | 12,721 | -0.2% | 0.22% | -0.9% |
| Q3 2021 | $503,000 | -0.4% | 12,741 | +0.3% | 0.22% | +11.6% |
| Q2 2021 | $505,000 | +150.0% | 12,697 | +143.6% | 0.20% | +123.6% |
| Q1 2021 | $202,000 | 0.0% | 5,213 | 0.0% | 0.09% | -16.0% |
| Q4 2020 | $202,000 | – | 5,213 | – | 0.11% | – |
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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% |