West Oak Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 210 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
West Oak Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$8,942,000
-4.1%
2000.0%0.01%
-16.7%
Q1 2018$9,326,0002000.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
METLIFE INC 11,888$568,8435.80%
Arrow Investment Advisors, LLC 104,313$4,978,8603.98%
KM Capital Management Ltd. 73,283$3,497,7972.39%
One Wealth Advisors, LLC 144,524$6,898,1311.53%
Stelac Advisory Services LLC 58,807$2,807,9771.53%
Providence First Trust Co 55,482$2,648,1561.48%
Barry Investment Advisors, LLC 85,307$4,071,7481.47%
ShoreHaven Wealth Partners, LLC 36,100$1,723,0531.18%
Willis Johnson & Associates, Inc. 224,455$10,713,2501.10%
Palisades Hudson Asset Management, L.P. 41,597$1,9851.09%
View complete list of ISHARES TR shareholders