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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $78 | +9.9% | 7,400 | -17.2% | 0.01% | -20.0% |
| Q2 2023 | $71 | +1083.3% | 8,932 | +1313.3% | 0.01% | +900.0% |
| Q1 2023 | $6 | – | 632 | +110.7% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 300 | -40.0% | 0.00% | – |
| Q3 2022 | $4,000 | -80.0% | 500 | -85.7% | 0.00% | -100.0% |
| Q2 2022 | $20,000 | -20.0% | 3,500 | -37.5% | 0.00% | +100.0% |
| Q1 2022 | $25,000 | -32.4% | 5,600 | +24.4% | 0.00% | -50.0% |
| Q4 2021 | $37,000 | -56.0% | 4,500 | +15.4% | 0.00% | -50.0% |
| Q3 2021 | $84,000 | +2000.0% | 3,900 | +457.1% | 0.00% | – |
| Q2 2021 | $4,000 | +300.0% | 700 | +133.3% | 0.00% | – |
| Q1 2021 | $1,000 | -99.0% | 300 | -88.0% | 0.00% | -100.0% |
| Q4 2020 | $100,000 | +455.6% | 2,500 | -43.2% | 0.01% | +400.0% |
| Q3 2020 | $18,000 | -67.3% | 4,400 | -15.4% | 0.00% | -75.0% |
| Q2 2020 | $55,000 | -72.6% | 5,200 | +73.4% | 0.00% | -60.0% |
| Q1 2020 | $201,000 | +20000.0% | 2,999 | +172.6% | 0.01% | – |
| Q4 2019 | $1,000 | -80.0% | 1,100 | -45.0% | 0.00% | – |
| Q3 2019 | $5,000 | -16.7% | 2,000 | 0.0% | 0.00% | -100.0% |
| Q2 2019 | $6,000 | -71.4% | 2,000 | -84.8% | 0.00% | -50.0% |
| Q1 2019 | $21,000 | +75.0% | 13,200 | +13.8% | 0.00% | +100.0% |
| Q4 2018 | $12,000 | -14.3% | 11,600 | +39.8% | 0.00% | 0.0% |
| Q3 2018 | $14,000 | +16.7% | 8,300 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $12,000 | -62.5% | 8,300 | -60.4% | 0.00% | -75.0% |
| Q1 2018 | $32,000 | -60.5% | 20,953 | -34.9% | 0.00% | +33.3% |
| Q4 2017 | $81,000 | +26.6% | 32,200 | +11.4% | 0.00% | +50.0% |
| Q3 2017 | $64,000 | +392.3% | 28,900 | +542.2% | 0.00% | – |
| Q2 2017 | $13,000 | -97.3% | 4,500 | -88.3% | 0.00% | -100.0% |
| Q1 2017 | $489,000 | -29.0% | 38,431 | +37.1% | 0.02% | -20.0% |
| Q4 2016 | $689,000 | +1152.7% | 28,031 | +150.1% | 0.02% | +1150.0% |
| Q3 2016 | $55,000 | -58.3% | 11,207 | +24.5% | 0.00% | -66.7% |
| Q2 2016 | $132,000 | +388.9% | 9,000 | +36.4% | 0.01% | +200.0% |
| Q1 2016 | $27,000 | -41.3% | 6,600 | -25.7% | 0.00% | -33.3% |
| Q4 2015 | $46,000 | – | 8,879 | – | 0.00% | – |
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% |