Lineweaver Wealth Advisors, 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
Lineweaver Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,878,304
-1.8%
34,232
+1.3%
2.00%
+0.1%
Q2 2023$7,007,513
+15.0%
33,793
+3.8%
2.00%
+6.7%
Q1 2023$6,092,510
-15.5%
32,560
-26.6%
1.87%
-20.0%
Q3 2022$7,214,00044,3862.34%
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