Aaron Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 470 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.26 and the average weighting 0.5%.

Quarter-by-quarter ownership
Aaron Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$349,000
-68.4%
2,148
-66.4%
0.06%
-76.9%
Q2 2022$1,103,000
-81.9%
6,399
-99.5%
0.28%
+229.8%
Q1 2022$6,084,000
+1072.3%
1,268,635
+53451.5%
0.08%
-42.1%
Q4 2021$519,0002,3690.14%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
First Pacific Financial 217,703$45,396,00023.33%
Legacy Advisors, LLC 357,667$74,581,00014.48%
Altus Wealth Management, LLC 99,252$20,696,00014.25%
Meristem Family Wealth, LLC 580,869$121,123,00013.09%
Relative Value Partners Group, LLC 468,218$97,633,0006.78%
Oakworth Capital, Inc. 354,757$73,974,0006.37%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 43,671$9,106,0005.40%
Portfolio Strategies, Inc. 128,888$26,895,0005.02%
IEQ CAPITAL, LLC 1,011,266$210,869,0005.02%
Waypoint Capital Advisors, LLC 37,823$7,888,0004.64%
View complete list of ISHARES TR shareholders