ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 148 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $101,738 | -1.6% | 2,887 | -2.4% | 0.10% | -1.9% |
| Q1 2023 | $103,377 | -21.1% | 2,957 | -24.2% | 0.10% | +4.0% |
| Q4 2022 | $131,045 | -36.4% | 3,899 | -38.2% | 0.10% | -38.0% |
| Q3 2022 | $206,000 | -7.6% | 6,310 | -2.0% | 0.16% | -2.4% |
| Q2 2022 | $223,000 | -37.0% | 6,440 | -31.4% | 0.17% | -28.0% |
| Q1 2022 | $354,000 | -68.9% | 9,394 | -67.0% | 0.23% | -66.6% |
| Q4 2021 | $1,139,000 | -8.7% | 28,471 | -9.8% | 0.69% | -12.2% |
| Q3 2021 | $1,247,000 | +16.8% | 31,565 | +17.6% | 0.79% | +19.9% |
| Q2 2021 | $1,068,000 | +19.1% | 26,839 | +15.7% | 0.66% | +13.2% |
| Q1 2021 | $897,000 | +51.0% | 23,199 | +51.4% | 0.58% | +45.9% |
| Q4 2020 | $594,000 | – | 15,322 | – | 0.40% | – |
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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% |