McKinley Carter Wealth Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 507 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.

Quarter-by-quarter ownership
McKinley Carter Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,981,978
-3.5%
19,846
-0.4%
0.32%
+2.3%
Q2 2023$4,125,128
+11.8%
19,922
+1.0%
0.31%
+7.6%
Q1 2023$3,688,952
+0.9%
19,723
-8.0%
0.29%
-7.1%
Q4 2022$3,656,85021,4390.31%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Rehmann Capital Advisory Group 3,844,608$322,537,548,00039.02%
Meristem Family Wealth, LLC 689,631$90,680,00024.49%
EVOKE WEALTH, LLC 579,040$76,138,027,0009.37%
Pictet North America Advisors SA 393,736$51,772,0007.08%
Oakworth Capital, Inc. 273,198$35,923,0006.97%
Relative Value Partners Group, LLC 455,764$59,928,0006.05%
SCS Capital Management LLC 1,063,423$139,829,0004.63%
Darwin Wealth Management, LLC 105,712$13,900,0004.11%
GenWealth Group, Inc. 72,110$9,481,0003.94%
BARINGS LLC 2,445,164$321,514,0003.66%
View complete list of ISHARES TR shareholders