INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 427 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 6.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$207,400
+31.3%
1,002
+8.9%
0.03%
+86.7%
Q1 2021$158,0000.0%9200.0%0.02%
-48.3%
Q4 2020$158,0009200.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CM WEALTH ADVISORS LLC 207,981$44,206,36217.04%
Altus Wealth Management, LLC 96,230$19,307,52813.41%
First Pacific Financial 121,777$24,433,39610.89%
Financial Services Advisory Inc 74,499$14,947,4797.30%
Merriman Wealth Management, LLC 699,984$140,600,7097.27%
WJ Wealth Management, LLC 67,245$13,492,0336.56%
Financial Partners Group, Inc 128,098$26,372,7535.44%
Relative Value Partners Group, LLC 396,128$79,479,0355.34%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,844$10,201,3404.89%
Oakworth Capital, Inc. 247,191$49,596,3964.51%
View complete list of ISHARES TR shareholders