ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 60 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,591 | -15.1% | 9,100 | -14.2% | 0.00% | – |
| Q2 2023 | $375,346 | +3.1% | 10,600 | -0.9% | 0.00% | – |
| Q4 2022 | $364,228 | +0.9% | 10,700 | +0.9% | 0.00% | – |
| Q3 2022 | $361,000 | +17950.0% | 10,600 | +21532.7% | 0.00% | – |
| Q1 2022 | $2,000 | -99.7% | 49 | -99.8% | 0.00% | -100.0% |
| Q3 2018 | $675,000 | +19.5% | 19,736 | +18.8% | 0.00% | – |
| Q2 2018 | $565,000 | -4.6% | 16,607 | -3.9% | 0.00% | -100.0% |
| Q1 2018 | $592,000 | +15.9% | 17,278 | +17.2% | 0.00% | – |
| Q4 2017 | $511,000 | -2.3% | 14,745 | -4.1% | 0.00% | -100.0% |
| Q2 2017 | $523,000 | -3.9% | 15,383 | -5.7% | 0.00% | 0.0% |
| Q1 2017 | $544,000 | -28.8% | 16,315 | -30.7% | 0.00% | 0.0% |
| Q4 2016 | $764,000 | +3.2% | 23,531 | +6.1% | 0.00% | 0.0% |
| Q3 2016 | $740,000 | +1.8% | 22,171 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $727,000 | -0.1% | 22,171 | -1.7% | 0.00% | 0.0% |
| Q1 2016 | $728,000 | +108.6% | 22,543 | +104.4% | 0.00% | – |
| Q4 2015 | $349,000 | -17.3% | 11,028 | -17.7% | 0.00% | -100.0% |
| Q3 2015 | $422,000 | -6.8% | 13,406 | -3.9% | 0.00% | 0.0% |
| Q2 2015 | $453,000 | +2.0% | 13,953 | +3.7% | 0.00% | 0.0% |
| Q1 2015 | $444,000 | +1.1% | 13,460 | -0.1% | 0.00% | – |
| Q4 2014 | $439,000 | -7.6% | 13,479 | -8.0% | 0.00% | -100.0% |
| Q3 2014 | $475,000 | +1596.4% | 14,645 | +1622.9% | 0.00% | – |
| Q2 2014 | $28,000 | – | 850 | – | 0.00% | – |
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% |