Willingdon Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 304 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.

Quarter-by-quarter ownership
Willingdon Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$23,000
-14.8%
2050.0%0.01%0.0%
Q3 2018$27,000
+8.0%
2050.0%0.01%
-12.5%
Q2 2018$25,000
+4.2%
2050.0%0.01%0.0%
Q1 2018$24,0000.0%2050.0%0.01%0.0%
Q4 2017$24,000
+4.3%
2050.0%0.01%0.0%
Q3 2017$23,0002050.01%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 100,376$18,774,25015.53%
First Pacific Financial 128,347$24,006,04411.11%
Financial Services Advisory Inc 53,026$9,917,9836.50%
VitalStone Financial, LLC 33,121$7,2625.98%
Conversant Capital LLC 275,000$23,347,5005.96%
Relative Value Partners Group, LLC 834,924$156,164,1585.33%
Oakworth Capital, Inc. 291,616$54,543,8504.88%
Polianta Ltd 48,600$9,0904.16%
Objective Capital Management, LLC 24,146$4,516,2884.12%
IEQ CAPITAL, LLC 941,746$176,144,2304.08%
View complete list of ISHARES TR shareholders