ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 146 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,849,000 | -1.8% | 47,718 | -5.8% | 0.58% | -20.7% |
| Q3 2020 | $1,883,000 | +36.3% | 50,664 | +33.4% | 0.74% | +25.7% |
| Q2 2020 | $1,382,000 | +6.9% | 37,968 | -0.8% | 0.59% | -10.8% |
| Q1 2020 | $1,293,000 | +25.9% | 38,281 | +35.1% | 0.66% | +86.4% |
| Q4 2019 | $1,027,000 | +52.8% | 28,342 | +50.3% | 0.35% | +52.8% |
| Q3 2019 | $672,000 | +10.2% | 18,856 | +9.4% | 0.23% | +9.5% |
| Q2 2019 | $610,000 | +14.7% | 17,231 | +11.7% | 0.21% | +8.2% |
| Q1 2019 | $532,000 | +460.0% | 15,420 | +429.5% | 0.20% | +364.3% |
| Q4 2018 | $95,000 | -4.0% | 2,912 | +1.0% | 0.04% | +10.5% |
| Q3 2018 | $99,000 | +1.0% | 2,882 | 0.0% | 0.04% | -9.5% |
| Q2 2018 | $98,000 | -1.0% | 2,882 | 0.0% | 0.04% | -22.2% |
| Q1 2018 | $99,000 | +3.1% | 2,882 | +4.3% | 0.05% | +10.2% |
| Q4 2017 | $96,000 | +1.1% | 2,762 | 0.0% | 0.05% | -7.5% |
| Q3 2017 | $95,000 | +1.1% | 2,762 | 0.0% | 0.05% | -1.9% |
| Q2 2017 | $94,000 | +17.5% | 2,762 | +14.8% | 0.05% | +10.2% |
| Q1 2017 | $80,000 | +2.6% | 2,405 | 0.0% | 0.05% | +6.5% |
| Q4 2016 | $78,000 | -2.5% | 2,405 | 0.0% | 0.05% | -9.8% |
| Q3 2016 | $80,000 | -5.9% | 2,405 | -6.7% | 0.05% | -5.6% |
| Q2 2016 | $85,000 | +10.4% | 2,578 | +8.2% | 0.05% | -23.9% |
| Q1 2016 | $77,000 | – | 2,383 | – | 0.07% | – |
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% |