SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 360 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$229,000
-17.6%
1,9280.0%0.19%
+2.1%
Q4 2019$278,000
+9.4%
1,9280.0%0.19%
-5.9%
Q3 2019$254,000
+1.6%
1,9280.0%0.20%
-1.9%
Q2 2019$250,000
+3.3%
1,9280.0%0.21%
-1.0%
Q1 2019$242,0001,9280.21%
Other shareholders
ISHARES TR shareholders Q1 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