ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 427 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 6.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $481,000 | -17.2% | 2,788 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $581,000 | -4.9% | 2,788 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $611,000 | +11.1% | 2,788 | 0.0% | 0.01% | -11.1% |
| Q3 2021 | $550,000 | +0.5% | 2,788 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $547,000 | +9.2% | 2,788 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $501,000 | +4.6% | 2,788 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $479,000 | +10.4% | 2,788 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $434,000 | +9.3% | 2,788 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $397,000 | +19.9% | 2,788 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $331,000 | – | 2,788 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CM WEALTH ADVISORS LLC | 207,981 | $44,206,362 | 17.04% |
| Altus Wealth Management, LLC | 96,230 | $19,307,528 | 13.41% |
| First Pacific Financial | 121,777 | $24,433,396 | 10.89% |
| Financial Services Advisory Inc | 74,499 | $14,947,479 | 7.30% |
| Merriman Wealth Management, LLC | 699,984 | $140,600,709 | 7.27% |
| WJ Wealth Management, LLC | 67,245 | $13,492,033 | 6.56% |
| Financial Partners Group, Inc | 128,098 | $26,372,753 | 5.44% |
| Relative Value Partners Group, LLC | 396,128 | $79,479,035 | 5.34% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 50,844 | $10,201,340 | 4.89% |
| Oakworth Capital, Inc. | 247,191 | $49,596,396 | 4.51% |