Lantz Financial LLC - ISHARES TR ownership

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ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 427 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 6.62 and the average weighting 0.5%.

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Quarter-by-quarter ownership
Lantz Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$404,892
-3.1%
2,0180.0%0.16%
-1.8%
Q2 2023$417,847
+10.7%
2,0180.0%0.16%
+4.5%
Q1 2023$377,447
+9.7%
2,0180.0%0.16%0.0%
Q4 2022$344,210
+4.9%
2,0180.0%0.16%
-8.2%
Q3 2022$328,000
-5.7%
2,0180.0%0.17%
+8.9%
Q2 2022$348,000
-17.3%
2,0180.0%0.16%
-8.2%
Q1 2022$421,000
-4.8%
2,0180.0%0.17%
-16.2%
Q4 2021$442,000
+11.1%
2,0180.0%0.20%0.0%
Q3 2021$398,000
+0.5%
2,0180.0%0.20%0.0%
Q2 2021$396,000
+9.1%
2,0180.0%0.20%
-1.4%
Q1 2021$363,000
+4.9%
2,0180.0%0.21%
-4.2%
Q4 2020$346,000
+10.2%
2,0180.0%0.22%
+2.4%
Q3 2020$314,000
+9.4%
2,0180.0%0.21%
+1.9%
Q2 2020$287,000
+20.1%
2,0180.0%0.21%
+10.7%
Q1 2020$239,000
-17.9%
2,0180.0%0.19%
+8.7%
Q4 2019$291,000
+12.8%
2,0180.0%0.17%
-1.1%
Q3 2019$258,000
-2.6%
2,0180.0%0.17%
-2.8%
Q2 2019$265,000
+4.7%
2,0180.0%0.18%
-2.2%
Q1 2019$253,000–2,018–0.18%–
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Other shareholders
ISHARES TR shareholders Q4 2020
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