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 | $374 | -4.3% | 1,865 | -1.3% | 0.03% | +8.0% |
Q2 2023 | $391 | +10.5% | 1,890 | 0.0% | 0.02% | +4.2% |
Q1 2023 | $354 | -99.9% | 1,890 | 0.0% | 0.02% | -20.0% |
Q1 2022 | $394,000 | -4.8% | 1,890 | 0.0% | 0.03% | +7.1% |
Q4 2021 | $414,000 | +11.0% | 1,890 | 0.0% | 0.03% | 0.0% |
Q3 2021 | $373,000 | +0.5% | 1,890 | 0.0% | 0.03% | -3.4% |
Q2 2021 | $371,000 | +7.5% | 1,890 | -1.6% | 0.03% | -9.4% |
Q1 2021 | $345,000 | +4.5% | 1,920 | 0.0% | 0.03% | -3.0% |
Q4 2020 | $330,000 | – | 1,920 | – | 0.03% | – |
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% |