ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 141 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,228,913 | -26.5% | 36,186 | -23.7% | 0.02% | -26.1% |
Q2 2023 | $1,672,349 | -12.0% | 47,456 | -12.7% | 0.02% | -17.9% |
Q1 2023 | $1,899,761 | +1.4% | 54,341 | -2.5% | 0.03% | -6.7% |
Q4 2022 | $1,873,455 | -15.3% | 55,741 | -17.9% | 0.03% | -21.1% |
Q3 2022 | $2,213,160 | -9.7% | 67,862 | -4.3% | 0.04% | -17.4% |
Q2 2022 | $2,450,000 | +146.2% | 70,887 | +168.2% | 0.05% | +170.6% |
Q1 2022 | $995,000 | – | 26,429 | – | 0.02% | – |
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% |