ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 159 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,417,017 | +91.4% | 214,257 | +94.8% | 3.03% | -4.7% |
| Q2 2023 | $3,875,376 | +3.8% | 109,971 | +3.0% | 3.18% | -3.8% |
| Q1 2023 | $3,733,817 | +9.6% | 106,803 | +5.3% | 3.31% | -1.9% |
| Q4 2022 | $3,407,702 | +22.1% | 101,390 | +18.5% | 3.37% | +17.8% |
| Q3 2022 | $2,790,000 | -0.3% | 85,528 | +5.6% | 2.86% | +2.7% |
| Q2 2022 | $2,799,000 | -8.4% | 80,955 | -0.2% | 2.79% | +1.1% |
| Q1 2022 | $3,055,000 | -9.1% | 81,108 | -3.5% | 2.76% | -5.4% |
| Q4 2021 | $3,362,000 | – | 84,023 | – | 2.91% | – |
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% |