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 2014 | $424,000 | +5.7% | 4,812 | +3.8% | 0.02% | +11.8% |
Q2 2014 | $401,000 | +4.4% | 4,637 | 0.0% | 0.02% | -5.6% |
Q1 2014 | $384,000 | +2.7% | 4,637 | +2.0% | 0.02% | +12.5% |
Q4 2013 | $374,000 | +10.0% | 4,545 | 0.0% | 0.02% | 0.0% |
Q3 2013 | $340,000 | +4.0% | 4,545 | 0.0% | 0.02% | -5.9% |
Q2 2013 | $327,000 | – | 4,545 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First Pacific Financial | 217,703 | $45,396,000 | 23.33% |
Legacy Advisors, LLC | 357,667 | $74,581,000 | 14.48% |
Altus Wealth Management, LLC | 99,252 | $20,696,000 | 14.25% |
Meristem Family Wealth, LLC | 580,869 | $121,123,000 | 13.09% |
Relative Value Partners Group, LLC | 468,218 | $97,633,000 | 6.78% |
Oakworth Capital, Inc. | 354,757 | $73,974,000 | 6.37% |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 43,671 | $9,106,000 | 5.40% |
Portfolio Strategies, Inc. | 128,888 | $26,895,000 | 5.02% |
IEQ CAPITAL, LLC | 1,011,266 | $210,869,000 | 5.02% |
Waypoint Capital Advisors, LLC | 37,823 | $7,888,000 | 4.64% |