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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $369,019 | -3.2% | 10,866 | +0.4% | 0.06% | +1.8% |
| Q2 2023 | $381,381 | -9.8% | 10,822 | -16.5% | 0.06% | -29.5% |
| Q3 2022 | $423,000 | -5.4% | 12,961 | +0.2% | 0.08% | +13.0% |
| Q2 2022 | $447,000 | -19.5% | 12,929 | -12.3% | 0.07% | -8.0% |
| Q1 2022 | $555,000 | -4.0% | 14,741 | +2.1% | 0.08% | -1.3% |
| Q4 2021 | $578,000 | – | 14,442 | – | 0.08% | – |
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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% |