Fragasso Group Inc. - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 541 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
Fragasso Group Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$204,300
-1.8%
987
-1.2%
0.02%
-12.0%
Q1 2022$208,000
-7.1%
999
-2.2%
0.02%
-3.8%
Q4 2021$224,000
+11.4%
1,021
+0.3%
0.03%
-3.7%
Q3 2021$201,0001,0180.03%
Other shareholders
ISHARES TR shareholders Q2 2023
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