J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 453 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,264,326
+2.0%
21,254
+5.3%
0.31%
+5.4%
Q2 2023$4,180,881
+11.3%
20,192
+0.6%
0.30%
+11.6%
Q1 2023$3,755,173
+8.6%
20,077
-1.0%
0.27%
+0.4%
Q4 2022$3,458,025
+6.1%
20,273
+1.0%
0.27%
-2.2%
Q3 2022$3,260,000
-5.0%
20,063
+0.9%
0.27%
-0.7%
Q2 2022$3,431,000
-15.6%
19,893
+2.0%
0.27%
+0.4%
Q1 2022$4,067,000
-3.4%
19,502
+1.5%
0.27%
-0.4%
Q4 2021$4,211,000
+31.6%
19,218
+17.8%
0.27%
+8.7%
Q2 2021$3,200,000
+336.0%
16,312
+299.8%
0.25%
+254.9%
Q1 2021$734,000
+3.4%
4,080
-1.3%
0.07%
-4.1%
Q4 2020$710,000
-49.4%
4,134
-54.1%
0.07%
-30.8%
Q3 2020$1,402,000
+452.0%
9,002
+410.6%
0.11%
+234.4%
Q4 2019$254,0001,7630.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 100,376$18,774,25015.53%
First Pacific Financial 128,347$24,006,04411.11%
Financial Services Advisory Inc 53,026$9,917,9836.50%
VitalStone Financial, LLC 33,121$7,2625.98%
Conversant Capital LLC 275,000$23,347,5005.96%
Relative Value Partners Group, LLC 834,924$156,164,1585.33%
Oakworth Capital, Inc. 291,616$54,543,8504.88%
Polianta Ltd 48,600$9,0904.16%
Objective Capital Management, LLC 24,146$4,516,2884.12%
IEQ CAPITAL, LLC 941,746$176,144,2304.08%
View complete list of ISHARES TR shareholders