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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9 | 0.0% | 47 | 0.0% | 0.00% | +33.3% |
| Q2 2023 | $9 | +12.5% | 47 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8 | 0.0% | 47 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8 | -99.9% | 47 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | -12.5% | 47 | 0.0% | 0.00% | -25.0% |
| Q2 2022 | $8,000 | -38.5% | 47 | -27.7% | 0.00% | -20.0% |
| Q1 2022 | $13,000 | -7.1% | 65 | 0.0% | 0.01% | -16.7% |
| Q4 2021 | $14,000 | -46.2% | 65 | -52.2% | 0.01% | -50.0% |
| Q3 2021 | $26,000 | 0.0% | 136 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $26,000 | +8.3% | 136 | +0.7% | 0.01% | 0.0% |
| Q1 2021 | $24,000 | +4.3% | 135 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $23,000 | +9.5% | 135 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $21,000 | +10.5% | 135 | +0.7% | 0.01% | -7.7% |
| Q2 2020 | $19,000 | +26.7% | 134 | 0.0% | 0.01% | +62.5% |
| Q1 2020 | $15,000 | -21.1% | 134 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $19,000 | +11.8% | 134 | +0.8% | 0.01% | -10.0% |
| Q3 2019 | $17,000 | 0.0% | 133 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $17,000 | +6.2% | 133 | +0.8% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 132 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | -17.6% | 132 | +0.8% | 0.01% | -15.4% |
| Q3 2018 | $17,000 | +13.3% | 131 | 0.0% | 0.01% | +8.3% |
| Q2 2018 | $15,000 | 0.0% | 131 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $15,000 | 0.0% | 131 | +0.8% | 0.01% | +8.3% |
| Q4 2017 | $15,000 | +7.1% | 130 | +0.8% | 0.01% | -14.3% |
| Q3 2017 | $14,000 | +7.7% | 129 | 0.0% | 0.01% | +16.7% |
| Q2 2017 | $13,000 | 0.0% | 129 | 0.0% | 0.01% | -7.7% |
| Q1 2017 | $13,000 | -99.5% | 129 | -99.5% | 0.01% | -99.4% |
| Q4 2016 | $2,426,000 | 0.0% | 25,289 | 0.0% | 2.09% | 0.0% |
| Q3 2016 | $2,426,000 | +3.3% | 25,289 | 0.0% | 2.09% | -0.7% |
| Q2 2016 | $2,349,000 | +0.2% | 25,289 | -1.4% | 2.11% | +10.8% |
| Q1 2016 | $2,344,000 | +0.6% | 25,650 | +0.3% | 1.90% | -2.3% |
| Q4 2015 | $2,331,000 | -11.9% | 25,566 | -18.1% | 1.95% | -9.9% |
| Q3 2015 | $2,646,000 | -9.0% | 31,215 | -2.4% | 2.16% | -3.1% |
| Q2 2015 | $2,907,000 | -16.3% | 31,997 | -16.9% | 2.23% | -6.6% |
| Q1 2015 | $3,475,000 | -54.9% | 38,498 | -54.5% | 2.39% | -58.6% |
| Q4 2014 | $7,698,000 | – | 84,644 | – | 5.77% | – |
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% |