ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 144 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $374,515 | -2.9% | 11,018 | -4.0% | 0.15% | -20.5% |
| Q4 2022 | $385,779 | +218.8% | 11,478 | +277.3% | 0.19% | +222.0% |
| Q2 2021 | $121,000 | +17.5% | 3,042 | +13.3% | 0.06% | +3.5% |
| Q1 2021 | $103,000 | -28.0% | 2,685 | -27.1% | 0.06% | -32.1% |
| Q4 2020 | $143,000 | +5.1% | 3,681 | +0.6% | 0.08% | -16.8% |
| Q3 2020 | $136,000 | +2.3% | 3,660 | +0.4% | 0.10% | -9.0% |
| Q2 2020 | $133,000 | +14.7% | 3,645 | +6.1% | 0.11% | -67.2% |
| Q1 2020 | $116,000 | -10.1% | 3,434 | -3.8% | 0.34% | +103.6% |
| Q4 2019 | $129,000 | – | 3,568 | – | 0.17% | – |
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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% |