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 | ||||
---|---|---|---|---|---|---|
Q2 2021 | $259,000 | +21.0% | 6,501 | +17.4% | 0.02% | +5.6% |
Q1 2021 | $214,000 | +1.9% | 5,537 | +2.3% | 0.02% | -10.0% |
Q4 2020 | $210,000 | +4.5% | 5,413 | +0.2% | 0.02% | -13.0% |
Q3 2020 | $201,000 | -2.9% | 5,402 | -4.9% | 0.02% | -14.8% |
Q2 2020 | $207,000 | -11.2% | 5,678 | -17.8% | 0.03% | -27.0% |
Q1 2020 | $233,000 | -36.5% | 6,907 | -38.4% | 0.04% | -55.4% |
Q4 2018 | $367,000 | – | 11,220 | – | 0.08% | – |
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% |