ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 507 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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $165,000 | +92596.6% | 824 | -4.4% | 0.14% | +17.2% |
Q2 2023 | $178 | -1.1% | 862 | -10.7% | 0.12% | -10.1% |
Q1 2023 | $180 | -99.9% | 965 | -2.5% | 0.13% | +5.7% |
Q4 2022 | $168,864 | +6.9% | 990 | +1.5% | 0.12% | 0.0% |
Q3 2022 | $158,000 | -7.1% | 975 | -1.3% | 0.12% | -3.2% |
Q2 2022 | $170,000 | -32.5% | 988 | -18.2% | 0.13% | -19.7% |
Q1 2022 | $252,000 | -13.7% | 1,208 | -9.4% | 0.16% | -16.9% |
Q4 2021 | $292,000 | – | 1,333 | – | 0.19% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First Pacific Financial | 217,703 | $45,396,000 | 23.33% |
Legacy Advisors, LLC | 357,667 | $74,581,000 | 14.48% |
Altus Wealth Management, LLC | 99,252 | $20,696,000 | 14.25% |
Meristem Family Wealth, LLC | 580,869 | $121,123,000 | 13.09% |
Relative Value Partners Group, LLC | 468,218 | $97,633,000 | 6.78% |
Oakworth Capital, Inc. | 354,757 | $73,974,000 | 6.37% |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 43,671 | $9,106,000 | 5.40% |
Portfolio Strategies, Inc. | 128,888 | $26,895,000 | 5.02% |
IEQ CAPITAL, LLC | 1,011,266 | $210,869,000 | 5.02% |
Waypoint Capital Advisors, LLC | 37,823 | $7,888,000 | 4.64% |