Resource Planning Group - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 426 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.50 and the average weighting 0.5%.

Quarter-by-quarter ownership
Resource Planning Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$1,272,000
+0.6%
6,4410.0%0.80%
+9.2%
Q2 2021$1,264,000
+9.2%
6,4410.0%0.73%
-3.6%
Q1 2021$1,158,000
+4.7%
6,4410.0%0.76%
-3.6%
Q4 2020$1,106,000
+10.3%
6,4410.0%0.79%
+3.4%
Q3 2020$1,003,0006,4410.76%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
CASPIAN CAPITAL LP 1,485,000$170,745,00042.56%
Meristem Family Wealth, LLC 963,843$89,541,00039.61%
Covenant Multifamily Offices, LLC 217,777$20,232,00019.54%
Pictet North America Advisors SA 628,444$58,382,00013.62%
MML INVESTORS SERVICES, LLC 152,494$14,167,00012.70%
Relative Value Partners Group, LLC 681,351$63,298,0009.18%
Oakworth Capital, Inc. 238,328$22,219,0008.31%
SCS Capital Management LLC 2,084,064$193,610,0007.95%
Tactical Allocation Group LLC 51,497$4,784,0007.64%
Wharton Business Group, LLC 543,952$50,533,0005.98%
View complete list of ISHARES TR shareholders