ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 145 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $211,000 | -2.8% | 5,978 | -3.6% | 0.02% | -7.4% |
| Q1 2023 | $217,000 | +4.3% | 6,199 | +0.2% | 0.03% | -10.0% |
| Q4 2022 | $208,000 | +2.5% | 6,185 | -0.6% | 0.03% | -14.3% |
| Q3 2022 | $203,000 | -5.6% | 6,223 | +0.2% | 0.04% | -10.3% |
| Q2 2022 | $215,000 | -8.1% | 6,213 | +0.0% | 0.04% | +2.6% |
| Q1 2022 | $234,000 | -6.0% | 6,211 | -0.0% | 0.04% | 0.0% |
| Q4 2021 | $249,000 | +0.8% | 6,212 | -0.5% | 0.04% | -5.0% |
| Q3 2021 | $247,000 | -0.4% | 6,241 | +0.1% | 0.04% | +8.1% |
| Q2 2021 | $248,000 | +2.9% | 6,234 | 0.0% | 0.04% | -9.8% |
| Q1 2021 | $241,000 | – | 6,234 | – | 0.04% | – |
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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% |