Lineweaver Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 13 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q4 2023
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 938,527$90,033,00037.79%
Covenant Multifamily Offices, LLC 218,790$20,988,00019.99%
MML INVESTORS SERVICES, LLC 143,443$13,760,00015.82%
Pictet North America Advisors SA 617,317$59,219,00014.12%
Oakworth Capital, Inc. 247,963$23,787,0008.24%
SCS Capital Management LLC 2,013,465$193,152,0007.62%
Relative Value Partners Group, LLC 591,864$56,778,0007.34%
Wharton Business Group, LLC 521,767$50,053,0006.17%
Berkshire Money Management, Inc. 170,510$16,357,0005.02%
Patriot Wealth Management, Inc. 230,603$22,122,0004.27%
View complete list of ISHARES TR shareholders