U.S. Capital 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
U.S. Capital Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$334,467
+14.0%
1,667
+17.6%
0.02%
+7.1%
Q2 2023$293,404
+15.5%
1,417
+4.3%
0.01%
+16.7%
Q1 2023$254,000
+7.1%
1,358
-2.4%
0.01%
+9.1%
Q4 2022$237,263
-62.6%
1,391
-62.2%
0.01%
-60.7%
Q2 2022$635,0003,6810.03%
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