ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,337 | -3.1% | 121 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $25,116 | +11.0% | 121 | +0.8% | 0.01% | 0.0% |
| Q1 2023 | $22,621 | +10.1% | 120 | -0.8% | 0.01% | +20.0% |
| Q4 2022 | $20,555 | +2.8% | 121 | +0.8% | 0.01% | 0.0% |
| Q3 2022 | $20,000 | -4.8% | 120 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $21,000 | -16.0% | 120 | +0.8% | 0.01% | -16.7% |
| Q1 2022 | $25,000 | -3.8% | 119 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $26,000 | +13.0% | 119 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $23,000 | 0.0% | 119 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $23,000 | +9.5% | 119 | -94.2% | 0.01% | 0.0% |
| Q1 2021 | $21,000 | +5.0% | 2,046 | +1648.7% | 0.01% | -14.3% |
| Q4 2020 | $20,000 | +11.1% | 117 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $18,000 | +5.9% | 117 | +0.9% | 0.01% | 0.0% |
| Q2 2020 | $17,000 | +21.4% | 116 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $14,000 | -74.1% | 116 | -69.1% | 0.01% | -73.9% |
| Q4 2019 | $54,000 | – | 375 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Altus Wealth Management, LLC | 100,376 | $18,774,250 | 15.53% |
| First Pacific Financial | 128,347 | $24,006,044 | 11.11% |
| Financial Services Advisory Inc | 53,026 | $9,917,983 | 6.50% |
| VitalStone Financial, LLC | 33,121 | $7,262 | 5.98% |
| Conversant Capital LLC | 275,000 | $23,347,500 | 5.96% |
| Relative Value Partners Group, LLC | 834,924 | $156,164,158 | 5.33% |
| Oakworth Capital, Inc. | 291,616 | $54,543,850 | 4.88% |
| Polianta Ltd | 48,600 | $9,090 | 4.16% |
| Objective Capital Management, LLC | 24,146 | $4,516,288 | 4.12% |
| IEQ CAPITAL, LLC | 941,746 | $176,144,230 | 4.08% |