Strategic Wealth Partners Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 510 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
Strategic Wealth Partners Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$696,000
+10.8%
3,1800.0%0.12%
+0.8%
Q3 2021$628,000
+26.1%
3,180
-36.6%
0.12%
-49.2%
Q4 2016$498,000
-2.9%
5,015
-6.2%
0.24%
-12.3%
Q3 2016$513,000
-10.3%
5,345
-13.3%
0.27%
-17.5%
Q2 2016$572,0006,1640.33%
Other shareholders
ISHARES TR shareholders Q4 2021
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