CX Institutional - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 432 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 9.98 and the average weighting 0.4%.

Quarter-by-quarter ownership
CX Institutional ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$16,000
-11.1%
930.0%0.00%0.0%
Q3 2021$18,0000.0%930.0%0.00%0.0%
Q2 2021$18,000
+5.9%
930.0%0.00%
-50.0%
Q1 2021$17,000
+6.2%
930.0%0.00%0.0%
Q4 2020$16,000930.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
First Pacific Financial 217,703$45,396,00023.33%
Legacy Advisors, LLC 357,667$74,581,00014.48%
Altus Wealth Management, LLC 99,252$20,696,00014.25%
Meristem Family Wealth, LLC 580,869$121,123,00013.09%
Relative Value Partners Group, LLC 468,218$97,633,0006.78%
Oakworth Capital, Inc. 354,757$73,974,0006.37%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 43,671$9,106,0005.40%
IEQ CAPITAL, LLC 1,011,266$210,869,0005.02%
Portfolio Strategies, Inc. 128,888$26,895,0005.02%
Waypoint Capital Advisors, LLC 37,823$7,888,0004.64%
View complete list of ISHARES TR shareholders