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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,469,889 | -3.3% | 7,326 | -0.2% | 0.86% | +0.5% |
Q2 2023 | $1,519,820 | +13.5% | 7,340 | +2.5% | 0.86% | +8.6% |
Q1 2023 | $1,338,832 | +6.1% | 7,158 | -3.2% | 0.79% | -2.1% |
Q4 2022 | $1,261,536 | +75.5% | 7,396 | +67.1% | 0.80% | +62.1% |
Q3 2022 | $719,000 | -48.0% | 4,426 | -44.8% | 0.50% | -45.8% |
Q2 2022 | $1,382,000 | +25.6% | 8,015 | +51.9% | 0.92% | +42.7% |
Q1 2022 | $1,100,000 | +364.1% | 5,276 | +387.2% | 0.64% | +374.8% |
Q4 2021 | $237,000 | – | 1,083 | – | 0.14% | – |
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% |