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
| 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 ↓ |
|---|---|---|---|
| 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% |