ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 169 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $349,463,000 | +85992.4% | 10,290 | -10.7% | 0.08% | -21.9% |
Q2 2023 | $405,916 | -1.8% | 11,519 | -2.6% | 0.10% | -7.1% |
Q1 2023 | $413,350 | -2.6% | 11,824 | -6.4% | 0.11% | -11.0% |
Q4 2022 | $424,553 | +4.3% | 12,632 | +1.3% | 0.13% | -6.6% |
Q3 2022 | $407,000 | -41.6% | 12,466 | -38.2% | 0.14% | -38.2% |
Q2 2022 | $697,000 | -6.7% | 20,168 | +1.8% | 0.22% | +0.5% |
Q1 2022 | $747,000 | +55.9% | 19,821 | +64.0% | 0.22% | +6.3% |
Q4 2021 | $479,000 | -44.3% | 12,087 | -44.5% | 0.21% | -19.8% |
Q3 2021 | $860,000 | -3.2% | 21,780 | -2.3% | 0.26% | -4.1% |
Q2 2021 | $888,000 | +15.8% | 22,303 | +12.4% | 0.27% | +0.4% |
Q1 2021 | $767,000 | +4.5% | 19,836 | +4.7% | 0.27% | -5.3% |
Q4 2020 | $734,000 | – | 18,947 | – | 0.28% | – |
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% |