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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $301,000 | +27.0% | 2,112 | +5.6% | 0.00% | – |
| Q1 2020 | $237,000 | -17.7% | 2,000 | 0.0% | 0.00% | – |
| Q4 2019 | $288,000 | +9.5% | 2,000 | 0.0% | 0.00% | – |
| Q3 2019 | $263,000 | +1.5% | 2,000 | 0.0% | 0.00% | – |
| Q2 2019 | $259,000 | +3.2% | 2,000 | 0.0% | 0.00% | – |
| Q1 2019 | $251,000 | +12.6% | 2,000 | 0.0% | 0.00% | – |
| Q4 2018 | $223,000 | -13.9% | 2,000 | 0.0% | 0.00% | – |
| Q3 2018 | $259,000 | +8.4% | 2,000 | 0.0% | 0.00% | – |
| Q2 2018 | $239,000 | +3.0% | 2,000 | 0.0% | 0.00% | – |
| Q1 2018 | $232,000 | -2.1% | 2,000 | 0.0% | 0.00% | – |
| Q4 2017 | $237,000 | +6.3% | 2,000 | 0.0% | 0.00% | – |
| Q3 2017 | $223,000 | +4.2% | 2,000 | 0.0% | 0.00% | – |
| Q2 2017 | $214,000 | +2.4% | 2,000 | 0.0% | 0.00% | – |
| Q1 2017 | $209,000 | -9.9% | 2,000 | -14.5% | 0.00% | – |
| Q4 2016 | $232,000 | – | 2,340 | – | 0.00% | – |
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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% |