ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 145 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $75,881 | +43.2% | 2,258 | +37.7% | 0.00% | 0.0% |
| Q3 2022 | $53,000 | -39.1% | 1,640 | -34.2% | 0.00% | -62.5% |
| Q2 2022 | $87,000 | -30.4% | 2,491 | -24.8% | 0.01% | +14.3% |
| Q1 2022 | $125,000 | +25.0% | 3,312 | +33.0% | 0.01% | -12.5% |
| Q4 2021 | $100,000 | +4.2% | 2,491 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $96,000 | +50.0% | 2,491 | +51.9% | 0.01% | +33.3% |
| Q4 2020 | $64,000 | – | 1,640 | – | 0.01% | – |
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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% |