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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,946 | -26.0% | 9,700 | -23.6% | 0.00% | -25.0% |
| Q2 2023 | $2,630 | +982.3% | 12,700 | +876.9% | 0.00% | – |
| Q1 2023 | $243 | -100.0% | 1,300 | -64.9% | 0.00% | -100.0% |
| Q3 2022 | $601,000 | -66.1% | 3,700 | -54.3% | 0.00% | -50.0% |
| Q4 2021 | $1,775,000 | -13.5% | 8,100 | -22.1% | 0.00% | -33.3% |
| Q3 2021 | $2,053,000 | +375.2% | 10,400 | +372.7% | 0.00% | +200.0% |
| Q2 2021 | $432,000 | +20.7% | 2,200 | -4.3% | 0.00% | – |
| Q3 2020 | $358,000 | +25.6% | 2,300 | +15.0% | 0.00% | – |
| Q2 2020 | $285,000 | -77.5% | 2,000 | -77.3% | 0.00% | -100.0% |
| Q4 2019 | $1,268,000 | +361.1% | 8,800 | +282.6% | 0.00% | – |
| Q2 2018 | $275,000 | – | 2,300 | – | 0.00% | – |
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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% |