Private Vista, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 388 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.

Quarter-by-quarter ownership
Private Vista, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$202,000
-1.9%
1,419
-0.6%
0.10%
+75.0%
Q4 2019$206,0001,4280.06%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 585,357$83,367,00022.87%
Legacy Advisors, LLC 118,580$16,888,00013.41%
Altus Wealth Management, LLC 84,156$11,986,00013.35%
IEQ CAPITAL, LLC 970,334$138,195,0008.97%
EVOKE WEALTH, LLC 530,158$75,505,0007.32%
Oakworth Capital, Inc. 277,764$39,559,0007.11%
Relative Value Partners Group, LLC 437,696$62,337,0006.54%
Financial Services Advisory Inc 90,144$12,838,0006.51%
Bell Bank 213,579$30,418,0005.65%
Ascension Capital Advisors, Inc. 44,749$6,373,0005.57%
View complete list of ISHARES TR shareholders