ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 217 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 2.37 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $807 | -3.0% | 4,019 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $832 | +4.3% | 4,019 | -5.9% | 0.00% | 0.0% |
Q1 2023 | $798 | +26.9% | 4,269 | +15.8% | 0.00% | 0.0% |
Q4 2022 | $629 | -99.9% | 3,686 | +22.1% | 0.00% | +100.0% |
Q3 2022 | $491,000 | +277.7% | 3,019 | +235.4% | 0.00% | – |
Q4 2019 | $130,000 | +10.2% | 900 | 0.0% | 0.00% | – |
Q3 2019 | $118,000 | +0.9% | 900 | 0.0% | 0.00% | – |
Q2 2019 | $117,000 | -33.1% | 900 | -35.3% | 0.00% | -100.0% |
Q1 2019 | $175,000 | +57.7% | 1,391 | +39.1% | 0.00% | – |
Q4 2018 | $111,000 | +753.8% | 1,000 | +900.0% | 0.00% | – |
Q3 2018 | $13,000 | +8.3% | 100 | 0.0% | 0.00% | – |
Q2 2018 | $12,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q1 2018 | $12,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q4 2017 | $12,000 | +9.1% | 100 | 0.0% | 0.00% | – |
Q3 2017 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
Q2 2017 | $11,000 | -86.2% | 100 | -88.6% | 0.00% | – |
Q2 2015 | $80,000 | 0.0% | 881 | 0.0% | 0.00% | – |
Q1 2015 | $80,000 | 0.0% | 881 | 0.0% | 0.00% | – |
Q4 2014 | $80,000 | -48.7% | 881 | -50.0% | 0.00% | – |
Q3 2014 | $156,000 | +39.3% | 1,762 | +36.1% | 0.00% | -100.0% |
Q2 2014 | $112,000 | – | 1,295 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Altus Wealth Management, LLC | 100,376 | $18,774,250 | 15.53% |
First Pacific Financial | 128,347 | $24,006,044 | 11.11% |
Financial Services Advisory Inc | 53,026 | $9,917,983 | 6.50% |
VitalStone Financial, LLC | 33,121 | $7,262 | 5.98% |
Conversant Capital LLC | 275,000 | $23,347,500 | 5.96% |
Relative Value Partners Group, LLC | 834,924 | $156,164,158 | 5.33% |
Oakworth Capital, Inc. | 291,616 | $54,543,850 | 4.88% |
Polianta Ltd | 48,600 | $9,090 | 4.16% |
Objective Capital Management, LLC | 24,146 | $4,516,288 | 4.12% |
IEQ CAPITAL, LLC | 941,746 | $176,144,230 | 4.08% |