Oak Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 149 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Oak Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$21,875,000
+7290.2%
461,490
+7527.9%
10.39%
+5702.2%
Q3 2018$296,000
-25.1%
6,050
-24.8%
0.18%
-33.7%
Q2 2018$395,000
-11.6%
8,050
-11.0%
0.27%
-21.7%
Q1 2018$447,000
-0.9%
9,0500.0%0.34%
+0.6%
Q4 2017$451,0009,0500.34%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
McClarren Financial Advisors, Inc. 575,285$29,379,00022.89%
INVESTMENT SECURITY GROUP INC /CO/ /ADV 723,797$36,964,00014.67%
Old North State Trust, LLC 315,716$16,124,00014.37%
Klaas Financial Asset Advisors, LLC 1,132,457$57,835,00014.11%
IRONWOOD WEALTH MANAGEMENT, INC. 370,479$18,920,00014.03%
Wilshire Advisors LLC 101,857$5,202,00013.85%
Prosperity Planning, Inc. 476,736$24,347,00013.28%
Campbell Wealth Management 1,467,934$74,967,00010.04%
Hudson Capital Management LLC 426,906$21,802,0008.73%
Courage Miller Partners, LLC 410,648$20,972,0008.43%
View complete list of ISHARES TR shareholders