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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $19,000 | 0.0% | 97 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | +18.8% | 97 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $16,000 | 0.0% | 97 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $16,000 | +6.7% | 97 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $15,000 | +7.1% | 97 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $14,000 | +16.7% | 97 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -14.3% | 97 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $14,000 | +7.7% | 97 | 0.0% | 0.01% | -8.3% |
| Q3 2019 | $13,000 | -60.6% | 97 | -61.8% | 0.01% | -58.6% |
| Q2 2019 | $33,000 | +6.5% | 254 | 0.0% | 0.03% | +26.1% |
| Q1 2019 | $31,000 | +10.7% | 254 | 0.0% | 0.02% | +9.5% |
| Q4 2018 | $28,000 | – | 254 | – | 0.02% | – |
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% |