Anchor Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 334 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 7.74 and the average weighting 0.4%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$14,297
+11.3%
640.0%0.00%0.0%
Q3 2023$12,841
-3.1%
640.0%0.00%0.0%
Q2 2023$13,252
+10.7%
640.0%0.00%0.0%
Q1 2023$11,971
+9.7%
640.0%0.00%0.0%
Q4 2022$10,916
+5.0%
640.0%0.00%0.0%
Q3 2022$10,400
-5.8%
640.0%0.00%0.0%
Q2 2022$11,038
-17.3%
640.0%0.00%0.0%
Q1 2022$13,345
-4.8%
640.0%0.00%0.0%
Q4 2021$14,024
+11.0%
640.0%0.00%0.0%
Q3 2021$12,636
+0.6%
640.0%0.00%0.0%
Q2 2021$12,556
+9.1%
640.0%0.00%0.0%
Q1 2021$11,509
+4.8%
640.0%0.00%0.0%
Q4 2020$10,985
+10.2%
640.0%0.00%0.0%
Q3 2020$9,967
+9.3%
640.0%0.00%0.0%
Q2 2020$9,115
+20.1%
640.0%0.00%0.0%
Q1 2020$7,592
-17.7%
640.0%0.00%0.0%
Q4 2019$9,222
+9.6%
640.0%0.00%0.0%
Q3 2019$8,415
+1.5%
640.0%0.00%0.0%
Q2 2019$8,294
+3.4%
640.0%0.00%0.0%
Q1 2019$8,018
+12.3%
640.0%0.00%0.0%
Q4 2018$7,138
-14.0%
640.0%0.00%0.0%
Q3 2018$8,296
+8.4%
640.0%0.00%0.0%
Q2 2018$7,654
+3.1%
640.0%0.00%0.0%
Q1 2018$7,423
-2.2%
640.0%0.00%0.0%
Q4 2017$7,593
+6.6%
640.0%0.00%0.0%
Q3 2017$7,123
-52.1%
64
-54.0%
0.00%
-60.0%
Q2 2017$14,859
+2.1%
1390.0%0.01%0.0%
Q1 2017$14,553
+388.5%
139
+363.3%
0.01%
+400.0%
Q4 2016$2,979
+3.5%
300.0%0.00%0.0%
Q3 2016$2,878
+3.3%
300.0%0.00%0.0%
Q2 2016$2,787
+1.7%
300.0%0.00%0.0%
Q1 2016$2,741300.00%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 953,354$99,816,00039.54%
MML INVESTORS SERVICES, LLC 15,947,248$1,405,039,00028.21%
Pictet North America Advisors SA 666,247$69,756,00011.64%
Oakworth Capital, Inc. 261,383$27,366,0007.92%
SCS Capital Management LLC 1,668,980$174,742,0006.22%
Relative Value Partners Group, LLC 454,889$47,777,0005.81%
BARING ASSET MANAGEMENT Ltd 786,182$82,573,0005.77%
Wechter Feldman Wealth Management, Inc. 64,071$6,708,0004.61%
Svenska Handelsbanken AB (publ) 32,850$3,439,0004.61%
Patriot Wealth Management, Inc. 235,547$24,662,0003.94%
View complete list of ISHARES TR shareholders