Affinity Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 735 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 1.86 and the average weighting 0.5%.

Quarter-by-quarter ownership
Affinity Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$8,557,307
+13.6%
32,377
+6.3%
1.80%
+7.0%
Q1 2024$7,534,935
+27.1%
30,455
+14.8%
1.68%
+16.2%
Q4 2023$5,926,100
+376.4%
26,528
+327.9%
1.44%
+323.8%
Q3 2023$1,243,9686,2000.34%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 1,016,709$92,358,00040.44%
Wharton Business Group, LLC 460,774$418,857,00027.79%
Pictet North America Advisors SA 825,776$75,013,00026.80%
Oakworth Capital, Inc. 272,213$25,433,00012.04%
MML INVESTORS SERVICES, LLC 95,495$8,675,0008.90%
Relative Value Partners Group, LLC 787,082$71,499,0008.36%
New Harbor Financial Group, LLC 73,494$6,676,0007.03%
Patriot Wealth Management, Inc. 278,110$25,263,0005.63%
Canal Capital Management, LLC 55,283$5,021,0004.70%
Berkshire Money Management, Inc. 171,407$15,571,0004.58%
View complete list of ISHARES TR shareholders