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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $219,000 | +52.1% | 1,000 | -16.7% | 0.07% | -34.7% |
Q2 2018 | $144,000 | +3.6% | 1,200 | 0.0% | 0.10% | -2.9% |
Q1 2018 | $139,000 | -2.1% | 1,200 | 0.0% | 0.10% | -4.6% |
Q4 2017 | $142,000 | +6.0% | 1,200 | 0.0% | 0.11% | 0.0% |
Q3 2017 | $134,000 | +4.7% | 1,200 | 0.0% | 0.11% | +0.9% |
Q2 2017 | $128,000 | +1.6% | 1,200 | 0.0% | 0.11% | +30.1% |
Q1 2017 | $126,000 | +5.9% | 1,200 | 0.0% | 0.08% | +5.1% |
Q4 2016 | $119,000 | – | 1,200 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First Pacific Financial | 217,703 | $45,396,000 | 23.33% |
Legacy Advisors, LLC | 357,667 | $74,581,000 | 14.48% |
Altus Wealth Management, LLC | 99,252 | $20,696,000 | 14.25% |
Meristem Family Wealth, LLC | 580,869 | $121,123,000 | 13.09% |
Relative Value Partners Group, LLC | 468,218 | $97,633,000 | 6.78% |
Oakworth Capital, Inc. | 354,757 | $73,974,000 | 6.37% |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 43,671 | $9,106,000 | 5.40% |
Portfolio Strategies, Inc. | 128,888 | $26,895,000 | 5.02% |
IEQ CAPITAL, LLC | 1,011,266 | $210,869,000 | 5.02% |
Waypoint Capital Advisors, LLC | 37,823 | $7,888,000 | 4.64% |