Curtis Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 513 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 5.05 and the average weighting 0.5%.

Quarter-by-quarter ownership
Curtis Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$18,385,000
-5.8%
113,137
-0.0%
7.55%
-2.5%
Q2 2022$19,517,000
-36.4%
113,163
-19.2%
7.74%
-23.2%
Q4 2021$30,708,000
+11.0%
140,1350.0%10.08%
+0.3%
Q3 2021$27,668,000140,13510.05%
Other shareholders
ISHARES TR shareholders Q4 2021
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