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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $268,000 | -80.4% | 7,348 | -81.9% | 0.06% | -84.6% |
| Q1 2020 | $1,369,000 | -11.8% | 40,521 | -5.4% | 0.39% | +9.6% |
| Q4 2019 | $1,552,000 | -8.8% | 42,830 | -10.2% | 0.36% | -28.6% |
| Q3 2019 | $1,701,000 | +0.5% | 47,687 | -0.2% | 0.50% | +4.4% |
| Q2 2019 | $1,692,000 | -2.3% | 47,803 | -4.7% | 0.48% | -10.5% |
| Q1 2019 | $1,732,000 | +6.9% | 50,183 | +1.3% | 0.53% | -28.6% |
| Q4 2018 | $1,620,000 | – | 49,520 | – | 0.74% | – |
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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% |