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 | $368,382 | -28.7% | 10,847 | -26.0% | 0.19% | -24.4% |
Q2 2023 | $516,743 | +2.3% | 14,664 | +1.5% | 0.25% | -6.8% |
Q1 2023 | $504,930 | -7.3% | 14,443 | -10.8% | 0.26% | -12.3% |
Q4 2022 | $544,496 | -16.7% | 16,200 | -19.2% | 0.30% | -22.6% |
Q3 2022 | $654,000 | -5.8% | 20,044 | -0.1% | 0.39% | +0.8% |
Q2 2022 | $694,000 | -15.2% | 20,073 | -7.6% | 0.39% | -8.1% |
Q1 2022 | $818,000 | -7.0% | 21,717 | -1.3% | 0.42% | -1.6% |
Q4 2021 | $880,000 | -11.0% | 22,001 | -12.1% | 0.43% | -17.1% |
Q3 2021 | $989,000 | -60.4% | 25,032 | -60.2% | 0.52% | -58.8% |
Q2 2021 | $2,500,000 | +24.7% | 62,817 | +21.1% | 1.25% | +19.1% |
Q1 2021 | $2,005,000 | +23.7% | 51,865 | +24.0% | 1.05% | +14.0% |
Q4 2020 | $1,621,000 | -3.8% | 41,822 | -7.7% | 0.92% | -15.0% |
Q3 2020 | $1,685,000 | -2.9% | 45,335 | -4.9% | 1.08% | -9.2% |
Q2 2020 | $1,736,000 | +2.1% | 47,666 | -5.3% | 1.19% | -12.6% |
Q1 2020 | $1,700,000 | -31.4% | 50,335 | -26.3% | 1.36% | -31.1% |
Q4 2019 | $2,477,000 | +13.0% | 68,342 | +11.1% | 1.98% | +1.0% |
Q3 2019 | $2,193,000 | +11.4% | 61,499 | +10.5% | 1.96% | +26.7% |
Q2 2019 | $1,969,000 | +7.1% | 55,636 | +5.3% | 1.55% | +5.0% |
Q1 2019 | $1,839,000 | +86.5% | 52,850 | +75.3% | 1.47% | +56.9% |
Q4 2018 | $986,000 | – | 30,141 | – | 0.94% | – |
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% |