ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 507 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $99,496 | +11.0% | 481 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $89,611 | +10.1% | 479 | +0.4% | 0.01% | +10.0% |
| Q4 2022 | $81,425 | +5.7% | 477 | +0.4% | 0.01% | 0.0% |
| Q3 2022 | $77,000 | -6.1% | 475 | +0.4% | 0.01% | 0.0% |
| Q2 2022 | $82,000 | -16.3% | 473 | +0.2% | 0.01% | 0.0% |
| Q1 2022 | $98,000 | -31.0% | 472 | -26.9% | 0.01% | -33.3% |
| Q4 2021 | $142,000 | +49.5% | 646 | +34.9% | 0.02% | +50.0% |
| Q3 2021 | $95,000 | -9.5% | 479 | -10.8% | 0.01% | -16.7% |
| Q2 2021 | $105,000 | +9.4% | 537 | +0.2% | 0.01% | +9.1% |
| Q1 2021 | $96,000 | -25.6% | 536 | -28.4% | 0.01% | -38.9% |
| Q4 2020 | $129,000 | +11.2% | 749 | +0.4% | 0.02% | -5.3% |
| Q3 2020 | $116,000 | +4.5% | 746 | -4.1% | 0.02% | -5.0% |
| Q2 2020 | $111,000 | +20.7% | 778 | +0.3% | 0.02% | +5.3% |
| Q1 2020 | $92,000 | -39.9% | 776 | -26.8% | 0.02% | -51.3% |
| Q4 2019 | $153,000 | +10.1% | 1,060 | +0.4% | 0.04% | +8.3% |
| Q3 2019 | $139,000 | +2.2% | 1,056 | +0.5% | 0.04% | -2.7% |
| Q2 2019 | $136,000 | +3.8% | 1,051 | +0.6% | 0.04% | -2.6% |
| Q1 2019 | $131,000 | +9.2% | 1,045 | -2.7% | 0.04% | -7.3% |
| Q4 2018 | $120,000 | -52.8% | 1,074 | -45.3% | 0.04% | -50.0% |
| Q3 2018 | $254,000 | -2.3% | 1,963 | -9.6% | 0.08% | -7.9% |
| Q2 2018 | $260,000 | +1.2% | 2,172 | -2.1% | 0.09% | -7.3% |
| Q1 2018 | $257,000 | -9.8% | 2,218 | -16.9% | 0.10% | -22.6% |
| Q2 2017 | $285,000 | – | 2,668 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CM WEALTH ADVISORS LLC | 207,981 | $44,206,362 | 17.04% |
| Altus Wealth Management, LLC | 96,230 | $19,307,528 | 13.41% |
| First Pacific Financial | 121,777 | $24,433,396 | 10.89% |
| Financial Services Advisory Inc | 74,499 | $14,947,479 | 7.30% |
| Merriman Wealth Management, LLC | 699,984 | $140,600,709 | 7.27% |
| WJ Wealth Management, LLC | 67,245 | $13,492,033 | 6.56% |
| Financial Partners Group, Inc | 128,098 | $26,372,753 | 5.44% |
| Relative Value Partners Group, LLC | 396,128 | $79,479,035 | 5.34% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 50,844 | $10,201,340 | 4.89% |
| Oakworth Capital, Inc. | 247,191 | $49,596,396 | 4.51% |