Occidental Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EWUXXXX and the CUSIP is 46434V548. A total of 1 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2016$447,000
-59.8%
28,530
-17.3%
0.54%
-62.1%
Q4 2015$1,113,000
+3.0%
34,484
+4.6%
1.42%
-5.9%
Q3 2015$1,081,000
-5.3%
32,975
+5.4%
1.51%
-1.0%
Q2 2015$1,141,000
+6.5%
31,273
+5.1%
1.53%
+14.3%
Q1 2015$1,071,000
+4.1%
29,744
+4.3%
1.34%
-14.6%
Q4 2014$1,029,00028,5301.57%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
NEW VERNON INVESTMENT MANAGEMENT LLC 300,000$4,752,0005.01%
American Assets Investment Management, LLC 1,350,000$21,384,0004.91%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 256,351$4,061,0004.44%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 581,074$9,204,0003.59%
FUKOKU MUTUAL LIFE INSURANCE Co 612,000$9,694,0001.75%
Accuvest Global Advisors 368,520$5,837,0001.63%
Psagot Value Holdings Ltd. 2,304,294$36,500,0001.53%
Water Oak Advisors LLC 59,125$937,0000.92%
TIEMANN INVESTMENT ADVISORS, LLC 47,001$745,0000.68%
SUN LIFE FINANCIAL INC 309,250$4,898,0000.61%
View complete list of ISHARES TR shareholders