ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 159 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $312,033 | +86.8% | 8,283 | +61.6% | 0.18% | +78.6% |
| Q3 2022 | $167,000 | -38.1% | 5,127 | -34.3% | 0.10% | -31.8% |
| Q2 2022 | $270,000 | -13.5% | 7,801 | -5.8% | 0.15% | +11.9% |
| Q1 2022 | $312,000 | -26.9% | 8,283 | -22.3% | 0.14% | -27.0% |
| Q4 2021 | $427,000 | +0.9% | 10,664 | -0.3% | 0.18% | -23.6% |
| Q3 2021 | $423,000 | +7.9% | 10,700 | +8.6% | 0.24% | +12.0% |
| Q2 2021 | $392,000 | +4.8% | 9,856 | +1.8% | 0.22% | -6.9% |
| Q1 2021 | $374,000 | +16.1% | 9,678 | +16.4% | 0.23% | -8.7% |
| Q4 2020 | $322,000 | +2.5% | 8,313 | -2.5% | 0.25% | -13.3% |
| Q3 2020 | $314,000 | -2.5% | 8,523 | -3.5% | 0.29% | -30.7% |
| Q2 2020 | $322,000 | +1.3% | 8,831 | -2.0% | 0.42% | -26.4% |
| Q1 2020 | $318,000 | – | 9,015 | – | 0.58% | – |
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% |