SUMMIT SECURITIES GROUP LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 501 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

Quarter-by-quarter ownership
SUMMIT SECURITIES GROUP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$31,552
+21.7%
15,700
+25.6%
3.25%
-4.0%
Q2 2023$25,931
-60.1%
12,500
-64.0%
3.38%
-36.7%
Q1 2023$65,042
+92.2%
34,700
+75.3%
5.34%
+319.8%
Q4 2022$33,84119,8001.27%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
First Pacific Financial 217,703$45,396,00023.33%
Legacy Advisors, LLC 357,667$74,581,00014.48%
Altus Wealth Management, LLC 99,252$20,696,00014.25%
Meristem Family Wealth, LLC 580,869$121,123,00013.09%
Relative Value Partners Group, LLC 468,218$97,633,0006.78%
Oakworth Capital, Inc. 354,757$73,974,0006.37%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 43,671$9,106,0005.40%
Portfolio Strategies, Inc. 128,888$26,895,0005.02%
IEQ CAPITAL, LLC 1,011,266$210,869,0005.02%
Waypoint Capital Advisors, LLC 37,823$7,888,0004.64%
View complete list of ISHARES TR shareholders