ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 499 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,900 | -3.1% | 1,724 | 0.0% | 0.29% | +7.1% |
| Q2 2023 | $356,968 | +10.7% | 1,724 | 0.0% | 0.27% | +6.8% |
| Q1 2023 | $322,420 | +13.6% | 1,724 | +3.6% | 0.25% | +17.3% |
| Q4 2022 | $283,758 | +5.1% | 1,664 | 0.0% | 0.21% | -7.4% |
| Q3 2022 | $270,000 | -5.9% | 1,664 | 0.0% | 0.23% | 0.0% |
| Q2 2022 | $287,000 | -17.3% | 1,664 | 0.0% | 0.23% | -0.4% |
| Q1 2022 | $347,000 | -4.9% | 1,664 | 0.0% | 0.23% | +0.4% |
| Q4 2021 | $365,000 | +11.3% | 1,664 | 0.0% | 0.23% | -4.1% |
| Q3 2021 | $328,000 | 0.0% | 1,664 | -0.5% | 0.24% | 0.0% |
| Q2 2021 | $328,000 | +3.1% | 1,673 | -5.5% | 0.24% | -5.1% |
| Q1 2021 | $318,000 | +4.6% | 1,770 | +0.1% | 0.25% | -2.7% |
| Q4 2020 | $304,000 | +1.7% | 1,769 | -7.9% | 0.26% | -3.0% |
| Q3 2020 | $299,000 | +9.5% | 1,921 | +0.1% | 0.27% | -10.3% |
| Q2 2020 | $273,000 | +20.3% | 1,920 | +0.1% | 0.30% | +9.5% |
| Q1 2020 | $227,000 | -20.6% | 1,918 | -3.5% | 0.27% | -10.2% |
| Q4 2019 | $286,000 | – | 1,988 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CM WEALTH ADVISORS LLC | 207,981 | $44,206,362 | 17.04% |
| Altus Wealth Management, LLC | 96,230 | $19,307,528 | 13.41% |
| First Pacific Financial | 121,777 | $24,433,396 | 10.89% |
| Financial Services Advisory Inc | 74,499 | $14,947,479 | 7.30% |
| Merriman Wealth Management, LLC | 699,984 | $140,600,709 | 7.27% |
| WJ Wealth Management, LLC | 67,245 | $13,492,033 | 6.56% |
| Financial Partners Group, Inc | 128,098 | $26,372,753 | 5.44% |
| Relative Value Partners Group, LLC | 396,128 | $79,479,035 | 5.34% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 50,844 | $10,201,340 | 4.89% |
| Oakworth Capital, Inc. | 247,191 | $49,596,396 | 4.51% |