Founders Financial Alliance, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 499 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,159
-3.1%
260.0%0.00%0.0%
Q2 2023$5,325
+10.7%
260.0%0.00%0.0%
Q1 2023$4,810
+9.7%
260.0%0.00%0.0%
Q4 2022$4,386
+9.6%
260.0%0.00%0.0%
Q3 2022$4,0000.0%260.0%0.00%0.0%
Q2 2022$4,000
-20.0%
260.0%0.00%0.0%
Q1 2022$5,000
-16.7%
260.0%0.00%0.0%
Q4 2021$6,000
+20.0%
260.0%0.00%0.0%
Q3 2021$5,0000.0%260.0%0.00%0.0%
Q2 2021$5,0000.0%260.0%0.00%0.0%
Q1 2021$5,000
+25.0%
260.0%0.00%0.0%
Q4 2020$4,0000.0%260.0%0.00%0.0%
Q3 2020$4,000260.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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