PSI Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 475 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.26 and the average weighting 0.5%.

Quarter-by-quarter ownership
PSI Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$67,397
+6.8%
2550.0%0.02%
-8.7%
Q1 2024$63,089
+10.8%
2550.0%0.02%
+9.5%
Q4 2023$56,965
+11.3%
2550.0%0.02%
-4.5%
Q3 2023$51,163
-3.1%
2550.0%0.02%
-4.3%
Q2 2023$52,801
+10.7%
2550.0%0.02%0.0%
Q1 2023$47,695
+9.7%
2550.0%0.02%0.0%
Q4 2022$43,495
-27.5%
255
-30.5%
0.02%
-28.1%
Q3 2022$60,000
-11.8%
367
-7.6%
0.03%
-3.0%
Q2 2022$68,000
-18.1%
3970.0%0.03%
-2.9%
Q1 2022$83,000
-1.2%
397
+3.1%
0.03%0.0%
Q4 2021$84,000
+7.7%
385
-3.0%
0.03%
-5.6%
Q3 2021$78,0003970.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
First Pacific Financial 215,006$33,483,00029.41%
Meristem Family Wealth, LLC 577,021$89,859,00023.03%
Legacy Advisors, LLC 207,607$32,331,00021.35%
Altus Wealth Management, LLC 91,591$14,264,00013.12%
IEQ CAPITAL, LLC 905,351$140,991,0007.58%
Oakworth Capital, Inc. 277,949$43,285,0007.02%
Relative Value Partners Group, LLC 434,686$67,694,0007.02%
EVOKE WEALTH, LLC 516,747$80,473,0006.52%
Bell Bank 212,531$33,097,0005.81%
Covenant Multifamily Offices, LLC 183,540$28,583,0005.62%
View complete list of ISHARES TR shareholders