Verum Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 726 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.

Quarter-by-quarter ownership
Verum Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,143,253
-0.9%
4,326
-7.2%
0.37%
-10.0%
Q1 2024$1,154,014
+11.0%
4,664
+0.2%
0.41%
-0.2%
Q4 2023$1,039,680
+11.9%
4,654
+0.5%
0.41%
-1.0%
Q3 2023$929,2634,6310.42%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 700,906$90,830,00027.70%
Polianta Ltd 141,700$18,362,0007.92%
Pictet North America Advisors SA 382,858$49,615,0007.21%
Oakworth Capital, Inc. 271,413$35,173,0006.70%
Relative Value Partners Group, LLC 463,470$60,061,0006.28%
Measured Wealth Private Client Group, LLC 72,366$9,378,0005.41%
SCS Capital Management LLC 1,033,359$133,913,0004.61%
GenWealth Group, Inc. 72,572$9,528,0004.06%
Darwin Wealth Management, LLC 99,468$12,890,0003.99%
BARINGS LLC 3,472,746$450,033,0003.29%
View complete list of ISHARES TR shareholders