ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 144 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $380,000 | -7.1% | 9,617 | -6.3% | 0.04% | -12.8% |
| Q2 2021 | $409,000 | -13.7% | 10,267 | -16.3% | 0.05% | -24.2% |
| Q1 2021 | $474,000 | +126.8% | 12,267 | +127.0% | 0.06% | +106.7% |
| Q4 2020 | $209,000 | -28.9% | 5,404 | -31.6% | 0.03% | -42.3% |
| Q3 2020 | $294,000 | +11.4% | 7,904 | -2.2% | 0.05% | -32.5% |
| Q4 2018 | $264,000 | -7.7% | 8,080 | -3.5% | 0.08% | +4.1% |
| Q3 2018 | $286,000 | +1.1% | 8,370 | +0.7% | 0.07% | -6.3% |
| Q2 2018 | $283,000 | -10.2% | 8,312 | -9.6% | 0.08% | 0.0% |
| Q1 2018 | $315,000 | -0.6% | 9,197 | +0.4% | 0.08% | -1.2% |
| Q4 2017 | $317,000 | -2.2% | 9,161 | -2.4% | 0.08% | -25.2% |
| Q3 2017 | $324,000 | +2.2% | 9,383 | +0.6% | 0.11% | +7.0% |
| Q2 2017 | $317,000 | +14.9% | 9,326 | +12.5% | 0.10% | -6.5% |
| Q1 2017 | $276,000 | +3.0% | 8,287 | +0.6% | 0.11% | -16.4% |
| Q4 2016 | $268,000 | +24.7% | 8,236 | +27.9% | 0.13% | +21.9% |
| Q3 2016 | $215,000 | +2.4% | 6,441 | +0.6% | 0.10% | -5.4% |
| Q2 2016 | $210,000 | – | 6,400 | – | 0.11% | – |
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% |