WELLS FARGO & COMPANY/MN - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 499 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

Quarter-by-quarter ownership
WELLS FARGO & COMPANY/MN ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$100,167,341
-3.0%
499,239
+0.1%
0.03%0.0%
Q2 2023$103,313,729
+19.5%
498,956
+8.0%
0.03%
+16.0%
Q1 2023$86,440,677
+8.6%
462,150
-1.0%
0.02%
+4.2%
Q4 2022$79,616,618
+4.2%
466,768
-0.8%
0.02%
-4.0%
Q3 2022$76,431,000
-0.8%
470,342
+5.2%
0.02%
+4.2%
Q2 2022$77,086,000
-19.7%
446,958
-2.9%
0.02%
-4.0%
Q1 2022$96,024,000
+21.9%
460,500
+28.1%
0.02%
+25.0%
Q4 2021$78,785,000
+16.4%
359,539
+4.9%
0.02%
+33.3%
Q3 2021$67,694,000
+2.7%
342,863
+2.0%
0.02%
+7.1%
Q2 2021$65,935,000
+3.5%
336,091
-5.2%
0.01%0.0%
Q1 2021$63,734,000
-11.8%
354,415
-15.8%
0.01%
-17.6%
Q4 2020$72,268,000
+10.2%
421,038
-0.0%
0.02%
-5.6%
Q3 2020$65,598,000
+16.9%
421,235
+6.9%
0.02%
+12.5%
Q2 2020$56,121,000
+33.7%
394,052
+11.3%
0.02%
+6.7%
Q1 2020$41,990,000
-17.1%
353,991
+0.7%
0.02%
+7.1%
Q4 2019$50,646,000
+8.1%
351,490
-1.3%
0.01%
+7.7%
Q3 2019$46,842,000
-2.6%
356,251
-4.0%
0.01%
-7.1%
Q2 2019$48,073,000
-0.9%
370,969
-4.2%
0.01%0.0%
Q1 2019$48,508,000
+8.0%
387,203
-3.8%
0.01%
-6.7%
Q4 2018$44,904,000
-13.0%
402,622
+1.1%
0.02%0.0%
Q3 2018$51,615,000
+5.4%
398,201
-2.7%
0.02%0.0%
Q2 2018$48,965,000
-2.5%
409,412
-5.5%
0.02%0.0%
Q1 2018$50,236,000
-2.9%
433,110
-0.7%
0.02%0.0%
Q4 2017$51,721,000
+1.7%
435,950
-4.6%
0.02%
-6.2%
Q3 2017$50,874,000
-1.1%
457,089
-5.0%
0.02%
-5.9%
Q2 2017$51,419,000
-7.4%
481,000
-9.3%
0.02%
-5.6%
Q1 2017$55,535,000
-15.1%
530,419
-19.5%
0.02%
-21.7%
Q4 2016$65,413,000
-5.4%
658,740
-8.6%
0.02%
-8.0%
Q3 2016$69,120,000
-7.1%
720,516
-10.2%
0.02%
-13.8%
Q2 2016$74,386,000
-0.7%
802,557
-2.1%
0.03%
-3.3%
Q1 2016$74,925,000
-3.7%
820,016
-3.9%
0.03%
-3.2%
Q4 2015$77,818,000
+39.0%
853,555
+29.3%
0.03%
+34.8%
Q3 2015$55,981,000
-5.0%
660,308
+1.8%
0.02%0.0%
Q2 2015$58,917,000
-51.3%
648,574
-51.6%
0.02%
-4.2%
Q1 2015$120,990,000
+70.6%
1,340,484
+71.9%
0.02%
-14.3%
Q4 2014$70,933,000
+41.6%
779,994
+37.3%
0.03%
+33.3%
Q3 2014$50,085,000
+10.0%
568,133
+8.0%
0.02%
+10.5%
Q2 2014$45,533,000
+5.5%
526,213
+1.0%
0.02%
+5.6%
Q1 2014$43,159,000
-4.3%
521,198
-4.8%
0.02%
-10.0%
Q4 2013$45,075,000
+0.7%
547,368
-8.5%
0.02%
-4.8%
Q3 2013$44,752,000
+4.8%
597,975
+0.7%
0.02%
-4.5%
Q2 2013$42,713,000593,6410.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CM WEALTH ADVISORS LLC 298,909$63,885,84420.96%
Altus Wealth Management, LLC 93,313$19,321,32815.25%
First Pacific Financial 124,757$25,832,13910.96%
Financial Services Advisory Inc 72,507$15,013,2996.21%
WJ Wealth Management, LLC 62,077$12,853,6846.08%
Relative Value Partners Group, LLC 410,837$85,068,0015.50%
Activest Wealth Management 87,637$7,892,9255.46%
Oakworth Capital, Inc. 257,652$53,349,4044.53%
Objective Capital Management, LLC 22,937$4,749,3764.15%
W ADVISORS, LLC 25,338$5,246,4864.11%
View complete list of ISHARES TR shareholders