Checchi Capital Advisers, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 13 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Checchi Capital Advisers, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$689,399
-3.1%
3,4360.0%0.06%0.0%
Q2 2023$711,458
+10.7%
3,4360.0%0.06%
+3.2%
Q1 2023$642,669
+9.7%
3,4360.0%0.06%
+1.6%
Q4 2022$586,079
+5.0%
3,4360.0%0.06%
+17.3%
Q3 2022$558,000
-13.9%
3,4360.0%0.05%
-7.1%
Q2 2022$648,000
-9.5%
3,4360.0%0.06%
-8.2%
Q1 2022$716,000
-4.9%
3,4360.0%0.06%
-7.6%
Q4 2021$753,000
+11.1%
3,4360.0%0.07%
-1.5%
Q3 2021$678,000
-1.7%
3,436
-2.2%
0.07%
-1.5%
Q2 2021$690,000
+9.2%
3,5150.0%0.07%
+9.7%
Q1 2021$632,000
-0.5%
3,515
-5.0%
0.06%
-4.6%
Q4 2020$635,000
+36.0%
3,700
+23.3%
0.06%
+25.0%
Q3 2020$467,000
+9.4%
3,0000.0%0.05%
+2.0%
Q2 2020$427,000
+19.9%
3,0000.0%0.05%
+50.0%
Q1 2020$356,000
-17.6%
3,0000.0%0.03%
-41.4%
Q4 2019$432,000
+9.6%
3,0000.0%0.06%
+13.7%
Q3 2019$394,000
-23.9%
3,000
-25.0%
0.05%
-22.7%
Q2 2019$518,000
+106.4%
4,000
+100.0%
0.07%
+127.6%
Q1 2019$251,000
+12.6%
2,0000.0%0.03%0.0%
Q4 2018$223,0002,0000.03%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 851,568$91,033,00037.40%
Pictet North America Advisors SA 686,574$73,395,00012.19%
Oakworth Capital, Inc. 272,953$29,178,0007.99%
Cerity Partners LLC 1,095,103$93,797,0007.86%
Wechter Feldman Wealth Management, Inc. 67,713$7,238,0005.80%
Relative Value Partners Group, LLC 452,066$48,326,0005.67%
BARING ASSET MANAGEMENT Ltd 770,782$82,281,0005.35%
Svenska Handelsbanken AB (publ) 32,850$3,512,0005.30%
GenWealth Group, Inc. 73,561$7,863,0005.29%
SCS Capital Management LLC 1,522,149$162,718,0004.40%
View complete list of ISHARES TR shareholders