Water Oak Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ILF and the CUSIP is 464287390. A total of 170 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.4%.

Quarter-by-quarter ownership
Water Oak Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$1,340,000
+16.0%
63,637
+0.6%
0.86%
-6.7%
Q1 2020$1,155,000
-31.6%
63,275
+27.4%
0.92%
-14.4%
Q4 2019$1,688,000
+203.1%
49,679
+181.5%
1.08%
-24.0%
Q3 2019$557,000
-45.6%
17,645
-41.8%
1.42%
+45.8%
Q2 2019$1,023,000
+45.9%
30,332
+43.9%
0.97%
-20.2%
Q1 2019$701,000
-40.4%
21,084
-44.8%
1.22%
+17.5%
Q4 2018$1,177,000
-13.2%
38,197
-11.6%
1.04%
-3.4%
Q3 2018$1,356,000
-17.9%
43,200
-22.6%
1.08%
-12.9%
Q2 2018$1,651,000
-19.7%
55,797
+2.0%
1.24%
-16.5%
Q1 2018$2,056,000
+0.4%
54,722
-8.7%
1.48%
-2.2%
Q4 2017$2,047,000
+8.7%
59,910
+11.6%
1.52%
+10.1%
Q3 2017$1,884,000
+26.2%
53,677
+8.9%
1.38%
+2.6%
Q2 2017$1,493,000
-57.4%
49,309
-61.2%
1.34%
-69.2%
Q4 2016$3,502,000
-36.1%
126,975
-35.1%
4.36%
-19.4%
Q3 2016$5,483,000
+16.8%
195,550
+9.6%
5.40%
-4.5%
Q2 2016$4,693,000
-39.8%
178,500
-42.4%
5.66%
-18.9%
Q1 2016$7,794,000
+389.6%
309,775
+312.3%
6.98%
+371.0%
Q4 2015$1,592,000
-34.8%
75,125
-8.3%
1.48%
-46.7%
Q2 2015$2,441,000
+9.6%
81,910
+7.9%
2.78%
+35.0%
Q1 2015$2,227,000
+85.0%
75,885
+100.6%
2.06%
+90.4%
Q4 2014$1,204,000
-94.7%
37,835
-93.9%
1.08%
-94.5%
Q3 2014$22,878,000
-6.3%
620,335
-2.8%
19.74%
-5.2%
Q2 2014$24,419,000638,41020.81%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
METLIFE INC 82,145$2,104,91421.45%
TOTAL INVESTMENT MANAGEMENT INC 2,058,322$52,610,7227.53%
Chicago Wealth Management, Inc. 326,838$8,353,9796.58%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 200,830$5,133,2152.46%
Adams Wealth Management 280,482$7,169,1202.43%
Riggs Asset Managment Co. Inc. 190,790$4,876,5931.74%
PEAK FINANCIAL ADVISORS LLC 62,014$1,585,0781.71%
All Season Financial Advisors, Inc. 62,512$1,597,8071.62%
FOREFRONT WEALTH MANAGEMENT INC. 41,006$1,048,1131.47%
Old Port Advisors 138,909$3,550,5201.29%
View complete list of ISHARES TR shareholders