ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 243 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.29 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2014 | $1,268,000 | +10.6% | 13,929 | +7.3% | 0.02% | +4.8% |
Q3 2014 | $1,146,000 | +47.5% | 12,983 | +44.6% | 0.02% | +50.0% |
Q2 2014 | $777,000 | +18.6% | 8,978 | +13.6% | 0.01% | +7.7% |
Q1 2014 | $655,000 | +117.6% | 7,900 | +115.8% | 0.01% | +160.0% |
Q4 2013 | $301,000 | -67.1% | 3,660 | -70.0% | 0.01% | -70.6% |
Q3 2013 | $914,000 | -72.6% | 12,216 | -73.6% | 0.02% | -76.1% |
Q2 2013 | $3,332,000 | – | 46,299 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
CM WEALTH ADVISORS LLC | 298,909 | $63,885,844 | 20.96% |
Altus Wealth Management, LLC | 93,313 | $19,321,328 | 15.25% |
First Pacific Financial | 124,757 | $25,832,139 | 10.96% |
Financial Services Advisory Inc | 72,507 | $15,013,299 | 6.21% |
WJ Wealth Management, LLC | 62,077 | $12,853,684 | 6.08% |
Relative Value Partners Group, LLC | 410,837 | $85,068,001 | 5.50% |
Activest Wealth Management | 87,637 | $7,892,925 | 5.46% |
Oakworth Capital, Inc. | 257,652 | $53,349,404 | 4.53% |
Objective Capital Management, LLC | 22,937 | $4,749,376 | 4.15% |
W ADVISORS, LLC | 25,338 | $5,246,486 | 4.11% |