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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,266,409 | +9.5% | 21,264 | +13.0% | 0.64% | +26.6% |
| Q2 2023 | $3,895,213 | +19.1% | 18,812 | +7.6% | 0.50% | +17.2% |
| Q1 2023 | $3,269,272 | +40.4% | 17,479 | +28.0% | 0.43% | +33.1% |
| Q4 2022 | $2,328,451 | +59.4% | 13,651 | +51.8% | 0.32% | +37.4% |
| Q3 2022 | $1,461,000 | -39.0% | 8,992 | -35.2% | 0.24% | -36.0% |
| Q2 2022 | $2,394,000 | +409.4% | 13,879 | +516.0% | 0.37% | +482.5% |
| Q1 2022 | $470,000 | – | 2,253 | – | 0.06% | – |
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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% |