ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 499 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $410 | +10.8% | 1,980 | 0.0% | 0.19% | +4.5% |
| Q1 2023 | $370 | +9.5% | 1,980 | 0.0% | 0.18% | +4.1% |
| Q4 2022 | $338 | -99.9% | 1,980 | 0.0% | 0.17% | +1.8% |
| Q3 2022 | $322,000 | -5.6% | 1,980 | 0.0% | 0.17% | +4.3% |
| Q2 2022 | $341,000 | -17.4% | 1,980 | 0.0% | 0.16% | -1.2% |
| Q1 2022 | $413,000 | -4.8% | 1,980 | 0.0% | 0.16% | -3.0% |
| Q4 2021 | $434,000 | +11.0% | 1,980 | 0.0% | 0.17% | +5.6% |
| Q3 2021 | $391,000 | +0.8% | 1,980 | 0.0% | 0.16% | +10.3% |
| Q2 2021 | $388,000 | +9.0% | 1,980 | 0.0% | 0.14% | +8.2% |
| Q1 2021 | $356,000 | +4.7% | 1,980 | 0.0% | 0.13% | -2.9% |
| Q4 2020 | $340,000 | +10.4% | 1,980 | 0.0% | 0.14% | 0.0% |
| Q3 2020 | $308,000 | +9.2% | 1,980 | 0.0% | 0.14% | +3.0% |
| Q2 2020 | $282,000 | +20.0% | 1,980 | 0.0% | 0.13% | -0.7% |
| Q1 2020 | $235,000 | -17.5% | 1,980 | 0.0% | 0.14% | -3.6% |
| Q4 2019 | $285,000 | +9.6% | 1,980 | 0.0% | 0.14% | +3.7% |
| Q3 2019 | $260,000 | +1.2% | 1,980 | 0.0% | 0.14% | +2.3% |
| Q2 2019 | $257,000 | +3.6% | 1,980 | 0.0% | 0.13% | +1.5% |
| Q1 2019 | $248,000 | +12.2% | 1,980 | 0.0% | 0.13% | -3.7% |
| Q4 2018 | $221,000 | -14.0% | 1,980 | 0.0% | 0.14% | -0.7% |
| Q3 2018 | $257,000 | +8.4% | 1,980 | 0.0% | 0.14% | -0.7% |
| Q2 2018 | $237,000 | +3.0% | 1,980 | 0.0% | 0.14% | +1.5% |
| Q1 2018 | $230,000 | -2.1% | 1,980 | 0.0% | 0.14% | +0.7% |
| Q4 2017 | $235,000 | +6.8% | 1,980 | 0.0% | 0.13% | +12.6% |
| Q3 2017 | $220,000 | +3.8% | 1,980 | 0.0% | 0.12% | -4.8% |
| Q2 2017 | $212,000 | +2.4% | 1,980 | 0.0% | 0.12% | +5.9% |
| Q1 2017 | $207,000 | – | 1,980 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CM WEALTH ADVISORS LLC | 207,981 | $44,206,362 | 17.04% |
| Altus Wealth Management, LLC | 96,230 | $19,307,528 | 13.41% |
| First Pacific Financial | 121,777 | $24,433,396 | 10.89% |
| Financial Services Advisory Inc | 74,499 | $14,947,479 | 7.30% |
| Merriman Wealth Management, LLC | 699,984 | $140,600,709 | 7.27% |
| WJ Wealth Management, LLC | 67,245 | $13,492,033 | 6.56% |
| Financial Partners Group, Inc | 128,098 | $26,372,753 | 5.44% |
| Relative Value Partners Group, LLC | 396,128 | $79,479,035 | 5.34% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 50,844 | $10,201,340 | 4.89% |
| Oakworth Capital, Inc. | 247,191 | $49,596,396 | 4.51% |