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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $61,000 | -39.0% | 1,776 | -29.9% | 0.01% | -37.5% |
| Q3 2021 | $100,000 | -14.5% | 2,533 | -13.5% | 0.01% | -20.0% |
| Q2 2021 | $117,000 | +0.9% | 2,929 | -2.6% | 0.01% | 0.0% |
| Q1 2021 | $116,000 | +75.8% | 3,008 | +76.3% | 0.01% | +66.7% |
| Q4 2020 | $66,000 | +34.7% | 1,706 | +30.2% | 0.01% | +20.0% |
| Q3 2020 | $49,000 | -10.9% | 1,310 | -12.5% | 0.01% | -28.6% |
| Q2 2020 | $55,000 | +129.2% | 1,497 | +113.2% | 0.01% | +75.0% |
| Q1 2020 | $24,000 | +166.7% | 702 | +178.6% | 0.00% | +100.0% |
| Q1 2019 | $9,000 | +12.5% | 252 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 252 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $9,000 | 0.0% | 252 | +0.8% | 0.00% | +50.0% |
| Q2 2018 | $9,000 | – | 250 | – | 0.00% | – |
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% |