Golden State Wealth Management, LLC - ISHARES TR ownership

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
Golden State Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$69,000
+76.9%
585
+95.0%
0.03%
+130.8%
Q3 2019$39,000
+25.8%
300
+25.0%
0.01%
+30.0%
Q2 2019$31,000
+3.3%
2400.0%0.01%0.0%
Q1 2019$30,0002400.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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