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 | $1,210 | -9.8% | 35,638 | -6.3% | 0.00% | 0.0% |
Q2 2023 | $1,341 | -7.5% | 38,047 | -8.3% | 0.00% | 0.0% |
Q1 2023 | $1,449 | -2.5% | 41,470 | -6.2% | 0.00% | -25.0% |
Q4 2022 | $1,486 | -99.9% | 44,215 | -34.3% | 0.00% | -33.3% |
Q3 2022 | $2,195,000 | -80.7% | 67,300 | -79.5% | 0.01% | -80.0% |
Q2 2022 | $11,344,000 | +254.3% | 328,146 | +286.0% | 0.03% | +328.6% |
Q1 2022 | $3,202,000 | -14.3% | 85,017 | -9.0% | 0.01% | -12.5% |
Q4 2021 | $3,738,000 | +1.3% | 93,436 | -0.0% | 0.01% | -11.1% |
Q3 2021 | $3,690,000 | -3.8% | 93,437 | -3.0% | 0.01% | -10.0% |
Q2 2021 | $3,835,000 | +33.6% | 96,368 | +29.7% | 0.01% | +25.0% |
Q1 2021 | $2,871,000 | +8.3% | 74,301 | +8.6% | 0.01% | 0.0% |
Q4 2020 | $2,650,000 | +5.9% | 68,394 | +1.6% | 0.01% | -11.1% |
Q3 2020 | $2,503,000 | +3.6% | 67,342 | +1.4% | 0.01% | 0.0% |
Q2 2020 | $2,417,000 | +0.7% | 66,389 | -6.6% | 0.01% | -18.2% |
Q1 2020 | $2,400,000 | -7.4% | 71,059 | -0.6% | 0.01% | +10.0% |
Q4 2019 | $2,592,000 | +7.6% | 71,523 | +5.8% | 0.01% | 0.0% |
Q3 2019 | $2,409,000 | +2.2% | 67,581 | +1.4% | 0.01% | 0.0% |
Q2 2019 | $2,357,000 | -11.6% | 66,616 | -13.8% | 0.01% | -16.7% |
Q1 2019 | $2,667,000 | -2.8% | 77,261 | -7.9% | 0.01% | -20.0% |
Q4 2018 | $2,743,000 | -8.8% | 83,855 | -4.7% | 0.02% | +7.1% |
Q3 2018 | $3,008,000 | -11.9% | 87,994 | -12.4% | 0.01% | -22.2% |
Q2 2018 | $3,415,000 | +9.9% | 100,455 | +10.7% | 0.02% | +5.9% |
Q1 2018 | $3,107,000 | -1.1% | 90,713 | +0.1% | 0.02% | 0.0% |
Q4 2017 | $3,141,000 | – | 90,650 | – | 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% |