ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 161 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $289,891 | -12.9% | 8,536 | -9.6% | 0.22% | -9.5% |
Q2 2023 | $332,912 | -14.5% | 9,447 | -15.1% | 0.24% | -23.2% |
Q1 2023 | $389,175 | -15.2% | 11,132 | -18.5% | 0.32% | -27.6% |
Q4 2022 | $459,180 | -1.3% | 13,662 | -4.1% | 0.44% | -10.7% |
Q3 2022 | $465,000 | -4.7% | 14,252 | +0.9% | 0.49% | +5.0% |
Q2 2022 | $488,000 | +0.8% | 14,125 | +9.9% | 0.46% | +16.9% |
Q1 2022 | $484,000 | -17.1% | 12,853 | -11.9% | 0.40% | -8.3% |
Q4 2021 | $584,000 | – | 14,593 | – | 0.43% | – |
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% |