OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is EXI and the CUSIP is 464288729. A total of 67 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$27,652
+12.8%
2170.0%0.01%
+7.7%
Q3 2023$24,523
-6.0%
2170.0%0.01%0.0%
Q2 2023$26,094
+5.3%
2170.0%0.01%0.0%
Q1 2023$24,771
+7.2%
2170.0%0.01%0.0%
Q4 2022$23,108
+15.5%
2170.0%0.01%
+18.2%
Q3 2022$20,000
-4.8%
2170.0%0.01%0.0%
Q2 2022$21,000
-16.0%
2170.0%0.01%0.0%
Q1 2022$25,000
-7.4%
2170.0%0.01%0.0%
Q4 2021$27,000
+8.0%
2170.0%0.01%0.0%
Q3 2021$25,000
-3.8%
2170.0%0.01%
+37.5%
Q2 2021$26,000
+4.0%
217
+0.9%
0.01%
+14.3%
Q1 2021$25,000
+8.7%
2150.0%0.01%0.0%
Q4 2020$23,000
+15.0%
215
+0.5%
0.01%0.0%
Q3 2020$20,000
+11.1%
2140.0%0.01%
+16.7%
Q2 2020$18,000
+20.0%
214
+0.9%
0.01%0.0%
Q1 2020$15,000
-28.6%
2120.0%0.01%0.0%
Q4 2019$21,000
+10.5%
212
+0.5%
0.01%0.0%
Q3 2019$19,0000.0%2110.0%0.01%0.0%
Q2 2019$19,0000.0%211
+1.4%
0.01%0.0%
Q1 2019$19,000
+18.8%
2080.0%0.01%0.0%
Q4 2018$16,000
-15.8%
208
+0.5%
0.01%
+20.0%
Q3 2018$19,000
+5.6%
2070.0%0.01%0.0%
Q2 2018$18,000
-5.3%
207
+1.5%
0.01%
-16.7%
Q1 2018$19,000
+35.7%
204
+5.2%
0.01%
+50.0%
Q1 2015$14,0000.0%194
-0.5%
0.00%0.0%
Q4 2014$14,0000.0%195
+1.6%
0.00%
-20.0%
Q3 2014$14,0000.0%192
+1.1%
0.01%0.0%
Q2 2014$14,0001900.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cambria Investment Management, L.P. 109,684$12,395,3891.01%
Slow Capital, Inc. 33,571$3,793,8750.70%
Richard Bernstein Advisors LLC 241,501$27,292,0710.61%
Wharton Business Group, LLC 84,935$9,5990.53%
Total Clarity Wealth Management, Inc. 7,944$897,7510.43%
SENTINEL TRUST CO LBA 18,800$2,1250.30%
CHURCHILL MANAGEMENT Corp 134,180$15,163,6820.26%
Wealth Management Partners, LLC 3,066$346,4890.22%
Laidlaw Wealth Management LLC 5,516$623,3630.21%
NTV ASSET MANAGEMENT LLC 9,400$1,062,2940.19%
View complete list of ISHARES TR shareholders