ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 427 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 6.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $76,444 | -8.2% | 381 | -5.2% | 0.00% | 0.0% |
| Q2 2023 | $83,239 | +7.0% | 402 | -3.4% | 0.00% | 0.0% |
| Q1 2023 | $77,809 | +73.4% | 416 | +58.2% | 0.00% | – |
| Q4 2022 | $44,860 | +4.3% | 263 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $43,000 | -4.4% | 263 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $45,000 | -11.8% | 263 | +8.2% | 0.00% | 0.0% |
| Q1 2022 | $51,000 | -3.8% | 243 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $53,000 | +10.4% | 243 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $48,000 | 0.0% | 243 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $48,000 | +9.1% | 243 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $44,000 | +109.5% | 243 | +97.6% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | +10.5% | 123 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | +5.6% | 123 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | -37.9% | 123 | -49.4% | 0.00% | 0.0% |
| Q1 2020 | $29,000 | +61.1% | 243 | +97.6% | 0.00% | 0.0% |
| Q4 2019 | $18,000 | -73.5% | 123 | -82.7% | 0.00% | -85.7% |
| Q3 2016 | $68,000 | +3.0% | 709 | +0.6% | 0.01% | 0.0% |
| Q2 2016 | $66,000 | +3.1% | 705 | +0.6% | 0.01% | -12.5% |
| Q1 2016 | $64,000 | 0.0% | 701 | +0.4% | 0.01% | -33.3% |
| Q4 2015 | $64,000 | +8.5% | 698 | +1.2% | 0.01% | -42.9% |
| Q3 2015 | $59,000 | -6.3% | 690 | 0.0% | 0.02% | -4.5% |
| Q2 2015 | $63,000 | +1.6% | 690 | +0.4% | 0.02% | -4.3% |
| Q1 2015 | $62,000 | – | 687 | – | 0.02% | – |
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% |