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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,700 | -3.6% | 904 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $31,857 | +1.2% | 904 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $31,464 | +4.0% | 900 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $30,249 | +4.3% | 900 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $29,000 | -86.8% | 900 | -85.8% | 0.00% | -81.8% |
| Q2 2022 | $219,000 | +7.4% | 6,331 | +16.6% | 0.01% | +22.2% |
| Q1 2022 | $204,000 | -97.4% | 5,430 | -97.2% | 0.01% | -97.0% |
| Q4 2021 | $7,823,000 | +27.3% | 195,495 | +26.2% | 0.30% | +26.8% |
| Q3 2021 | $6,144,000 | +4.3% | 154,938 | +4.8% | 0.24% | +2.2% |
| Q2 2021 | $5,889,000 | +5.2% | 147,795 | +3.9% | 0.23% | +47.4% |
| Q1 2021 | $5,597,000 | +7.1% | 142,223 | +4.7% | 0.16% | -25.7% |
| Q4 2020 | $5,227,000 | +29.4% | 135,861 | +24.5% | 0.21% | +0.5% |
| Q3 2020 | $4,038,000 | +8.8% | 109,158 | +6.3% | 0.21% | +1.5% |
| Q2 2020 | $3,711,000 | +4.2% | 102,655 | -2.8% | 0.21% | -13.8% |
| Q1 2020 | $3,560,000 | -4.6% | 105,660 | +2.8% | 0.24% | +20.1% |
| Q4 2019 | $3,732,000 | +3.4% | 102,786 | +1.3% | 0.20% | -7.9% |
| Q3 2019 | $3,611,000 | +2.7% | 101,453 | +2.1% | 0.22% | -0.9% |
| Q2 2019 | $3,516,000 | +4.5% | 99,354 | +1.9% | 0.22% | -1.8% |
| Q1 2019 | $3,364,000 | +9.0% | 97,465 | +3.0% | 0.22% | -2.6% |
| Q4 2018 | $3,086,000 | +0.9% | 94,604 | +5.8% | 0.23% | +11.8% |
| Q3 2018 | $3,057,000 | +3.0% | 89,428 | +2.5% | 0.20% | -11.7% |
| Q2 2018 | $2,967,000 | +2.0% | 87,273 | +2.7% | 0.23% | -9.1% |
| Q1 2018 | $2,910,000 | +13.0% | 84,962 | +14.3% | 0.25% | +10.4% |
| Q4 2017 | $2,575,000 | +8.2% | 74,327 | +7.7% | 0.23% | -2.5% |
| Q3 2017 | $2,380,000 | – | 69,034 | – | 0.24% | – |
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% |