Oak Harvest Investment Services - ISHARES TR ownership

ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Oak Harvest Investment Services ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$379,482
+72.2%
5,805
+77.7%
0.08%
+63.3%
Q2 2023$220,3363,2670.05%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Horst & Graben Wealth Management LLC 654,051$33,402,00012.96%
FIRST CITIZENS BANK & TRUST CO 2,719,792$138,900,0009.78%
Compton Wealth Advisory Group, LLC 128,077$6,541,0004.89%
Global Wealth Management Investment Advisory, Inc. 149,389$7,629,0003.30%
Simplicity Solutions, LLC 2,128,387$108,697,0002.00%
AE Wealth Management LLC 2,137,591$109,167,0001.56%
HARBOR INVESTMENT ADVISORY, LLC 66,144$3,378,0000.65%
BRYN MAWR TRUST Co 225,594$11,521,0000.53%
TIAA, FSB 1,959,930$100,093,0000.45%
Lloyd Advisory Services, LLC. 10,501$536,0000.33%
View complete list of ISHARES TR shareholders