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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $5,146,062 | +8.7% | 24,853 | -1.8% | 1.10% | +22.4% |
Q1 2023 | $4,736,040 | +10.2% | 25,321 | +1.0% | 0.90% | +3.0% |
Q4 2022 | $4,297,326 | +25.7% | 25,065 | +19.1% | 0.87% | +20.3% |
Q3 2022 | $3,420,000 | -22.5% | 21,047 | -17.7% | 0.72% | -22.8% |
Q2 2022 | $4,411,000 | +37.1% | 25,579 | +65.7% | 0.94% | +60.5% |
Q1 2022 | $3,218,000 | – | 15,435 | – | 0.58% | – |
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% |