OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is RXI and the CUSIP is 464288745. A total of 72 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$31,335
+8.5%
1970.0%0.02%
+6.7%
Q3 2023$28,872
-6.5%
1970.0%0.02%0.0%
Q2 2023$30,872
+8.0%
1970.0%0.02%0.0%
Q1 2023$28,598
+15.2%
1970.0%0.02%
+15.4%
Q4 2022$24,818
+3.4%
1970.0%0.01%0.0%
Q3 2022$24,000
-4.0%
1970.0%0.01%0.0%
Q2 2022$25,000
-19.4%
1970.0%0.01%0.0%
Q1 2022$31,000
-11.4%
1970.0%0.01%
-7.1%
Q4 2021$35,000
+6.1%
197
-0.5%
0.01%0.0%
Q3 2021$33,000
-2.9%
1980.0%0.01%
+27.3%
Q2 2021$34,000
+6.2%
198
+0.5%
0.01%
+22.2%
Q1 2021$32,000
+3.2%
1970.0%0.01%0.0%
Q4 2020$31,000
+14.8%
1970.0%0.01%0.0%
Q3 2020$27,000
+17.4%
1970.0%0.01%
+12.5%
Q2 2020$23,000
+21.1%
197
+0.5%
0.01%0.0%
Q1 2020$19,000
-24.0%
1960.0%0.01%
+14.3%
Q4 2019$25,000
+8.7%
196
+0.5%
0.01%0.0%
Q3 2019$23,0000.0%1950.0%0.01%0.0%
Q2 2019$23,000
+4.5%
195
+1.0%
0.01%0.0%
Q1 2019$22,000
+15.8%
1930.0%0.01%0.0%
Q4 2018$19,000
-17.4%
193
+1.0%
0.01%
+16.7%
Q3 2018$23,000
+4.5%
1910.0%0.01%0.0%
Q2 2018$22,000
+4.8%
191
+0.5%
0.01%0.0%
Q1 2018$21,000
+31.2%
190
+4.4%
0.01%
+20.0%
Q1 2015$16,000
+6.7%
1820.0%0.01%0.0%
Q4 2014$15,0000.0%182
+1.1%
0.01%0.0%
Q3 2014$15,0000.0%180
+0.6%
0.01%0.0%
Q2 2014$15,0001790.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cambria Investment Management, L.P. 82,613$12,946,2831.08%
Slow Capital, Inc. 30,205$4,733,4390.82%
One Charles Private Wealth Services, LLC 4,825$756,1260.44%
PGIM Custom Harvest LLC 48,549$7,608,1410.29%
Frank, Rimerman Advisors LLC 6,449$1,010,6580.24%
CONTINUUM WEALTH ADVISORS, LLC 1,866$292,4210.21%
Outlook Wealth Advisors, LLC 3,249$509,1510.19%
Cedar Brook Financial Partners, LLC 4,659$730,0920.17%
Laidlaw Wealth Management LLC 5,309$831,9730.16%
Front Row Advisors LLC 1,840$2880.13%
View complete list of ISHARES TR shareholders