ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 150 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $532,848 | -38.4% | 15,690 | -36.0% | 0.02% | -37.5% |
| Q2 2023 | $864,367 | +0.8% | 24,528 | 0.0% | 0.03% | -3.0% |
| Q1 2023 | $857,499 | +280128.4% | 24,528 | +169.0% | 0.03% | +94.1% |
| Q4 2022 | $306 | -100.0% | 9,119 | -87.2% | 0.02% | -83.3% |
| Q2 2022 | $2,472,000 | +20.2% | 71,508 | +31.0% | 0.10% | +85.5% |
| Q1 2022 | $2,056,000 | -5.7% | 54,587 | +0.1% | 0.06% | +14.6% |
| Q4 2021 | $2,181,000 | +1.3% | 54,512 | 0.0% | 0.05% | -15.8% |
| Q3 2021 | $2,153,000 | -8.6% | 54,512 | -7.9% | 0.06% | -10.9% |
| Q2 2021 | $2,356,000 | +136.1% | 59,185 | -9.4% | 0.06% | +137.0% |
| Q1 2021 | $998,000 | – | 65,302 | – | 0.03% | – |
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% |