ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 162 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,698 | -3.6% | 315 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $11,101 | +0.9% | 315 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $11,000 | -8.3% | 315 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 315 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $13,000 | +8.3% | 315 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | -7.7% | 315 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | +8.3% | 315 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +71.4% | 315 | +71.2% | 0.00% | +33.3% |
| Q4 2020 | $7,000 | -84.1% | 184 | -84.7% | 0.00% | -84.2% |
| Q2 2020 | $44,000 | +7.3% | 1,199 | 0.0% | 0.02% | -9.5% |
| Q1 2020 | $41,000 | -4.7% | 1,199 | 0.0% | 0.02% | +16.7% |
| Q4 2019 | $43,000 | 0.0% | 1,199 | 0.0% | 0.02% | -10.0% |
| Q3 2019 | $43,000 | +2.4% | 1,199 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $42,000 | +2.4% | 1,199 | 0.0% | 0.02% | -4.8% |
| Q1 2019 | $41,000 | +156.2% | 1,199 | +140.3% | 0.02% | +133.3% |
| Q4 2018 | $16,000 | – | 499 | – | 0.01% | – |
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% |