ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,373,735 | +59608.2% | 159,885 | +58252.2% | 2.18% | +43460.0% |
| Q3 2022 | $9,000 | -18.2% | 274 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $11,000 | 0.0% | 274 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $11,000 | 0.0% | 274 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $11,000 | 0.0% | 274 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | 0.0% | 274 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $11,000 | +10.0% | 274 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $10,000 | 0.0% | 274 | 0.0% | 0.01% | +20.0% |
| Q2 2020 | $10,000 | +11.1% | 274 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $9,000 | -10.0% | 274 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $10,000 | – | 274 | – | 0.01% | – |
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% |