Curtis Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 501 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.

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 2022
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 100,376$18,774,25015.53%
First Pacific Financial 128,347$24,006,04411.11%
Financial Services Advisory Inc 53,026$9,917,9836.50%
VitalStone Financial, LLC 33,121$7,2625.98%
Conversant Capital LLC 275,000$23,347,5005.96%
Relative Value Partners Group, LLC 834,924$156,164,1585.33%
Oakworth Capital, Inc. 291,616$54,543,8504.88%
Polianta Ltd 48,600$9,0904.16%
Objective Capital Management, LLC 24,146$4,516,2884.12%
IEQ CAPITAL, LLC 941,746$176,144,2304.08%
View complete list of ISHARES TR shareholders