Red Tortoise LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 514 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.

Quarter-by-quarter ownership
Red Tortoise LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$492,436
+5.0%
2,8870.0%0.34%
-6.8%
Q3 2021$469,0002,8870.37%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 1,016,709$92,358,00040.44%
Wharton Business Group, LLC 460,774$418,857,00027.79%
Pictet North America Advisors SA 825,776$75,013,00026.80%
Oakworth Capital, Inc. 272,213$25,433,00012.04%
MML INVESTORS SERVICES, LLC 95,495$8,675,0008.90%
Relative Value Partners Group, LLC 787,082$71,499,0008.36%
New Harbor Financial Group, LLC 73,494$6,676,0007.03%
Patriot Wealth Management, Inc. 278,110$25,263,0005.63%
Canal Capital Management, LLC 55,283$5,021,0004.70%
Berkshire Money Management, Inc. 171,407$15,571,0004.58%
View complete list of ISHARES TR shareholders