BRADLEY FOSTER & SARGENT INC/CT - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.

Quarter-by-quarter ownership
BRADLEY FOSTER & SARGENT INC/CT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$226,1100.0%1,0920.0%0.01%0.0%
Q2 2023$226,110
+10.7%
1,0920.0%0.01%0.0%
Q1 2023$204,248
-13.5%
1,092
-3.6%
0.01%0.0%
Q1 2022$236,000
-18.6%
1,133
-14.3%
0.01%
-16.7%
Q4 2021$290,0001,3220.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 100,376$18,774,25015.53%
First Pacific Financial 128,347$24,006,04411.11%
Financial Services Advisory Inc 53,026$9,917,9836.50%
VitalStone Financial, LLC 33,121$7,2625.98%
Conversant Capital LLC 275,000$23,347,5005.96%
Relative Value Partners Group, LLC 834,924$156,164,1585.33%
Oakworth Capital, Inc. 291,616$54,543,8504.88%
Polianta Ltd 48,600$9,0904.16%
Objective Capital Management, LLC 24,146$4,516,2884.12%
IEQ CAPITAL, LLC 941,746$176,144,2304.08%
View complete list of ISHARES TR shareholders