AMERIPRISE FINANCIAL INC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 453 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.40 and the average weighting 0.5%.

Quarter-by-quarter ownership
AMERIPRISE FINANCIAL INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,486,835
+40.5%
77,241
+45.1%
0.01%
+66.7%
Q2 2023$11,021,633
-5.0%
53,229
-14.1%
0.00%
-25.0%
Q1 2023$11,596,296
+26.2%
61,986
+15.1%
0.00%
+33.3%
Q4 2022$9,188,000
-15.4%
53,865
-19.4%
0.00%
-25.0%
Q3 2022$10,864,000
-48.6%
66,855
-45.5%
0.00%
-42.9%
Q2 2022$21,149,000
-54.7%
122,756
-45.0%
0.01%
-50.0%
Q1 2022$46,658,000
+35.7%
223,379
+42.3%
0.01%
+40.0%
Q4 2021$34,391,000
+43.7%
156,979
+29.6%
0.01%
+25.0%
Q3 2021$23,931,000
-1.4%
121,109
-2.1%
0.01%0.0%
Q2 2021$24,268,000
+13.9%
123,657
-1.8%
0.01%
+14.3%
Q1 2021$21,300,000
-34.7%
125,978
-28.3%
0.01%
-41.7%
Q4 2020$32,627,000
-4.9%
175,609
-20.3%
0.01%
-14.3%
Q3 2020$34,300,000
+1.6%
220,316
-7.0%
0.01%0.0%
Q2 2020$33,753,000
+184.7%
236,992
+137.2%
0.01%
+133.3%
Q1 2020$11,855,000
-25.8%
99,927
-10.1%
0.01%
-14.3%
Q4 2019$15,985,000
+16.9%
111,116
+6.9%
0.01%
+16.7%
Q3 2019$13,675,000
+8.1%
103,988
+6.6%
0.01%0.0%
Q2 2019$12,649,000
+20.2%
97,593
+15.7%
0.01%
+20.0%
Q1 2019$10,519,000
+11.7%
84,348
-0.1%
0.01%0.0%
Q4 2018$9,416,000
-16.5%
84,428
-2.9%
0.01%
+25.0%
Q3 2018$11,270,000
+13.0%
86,939
+4.2%
0.00%0.0%
Q2 2018$9,970,000
+15.3%
83,442
+12.0%
0.00%0.0%
Q1 2018$8,645,000
+0.4%
74,517
+2.7%
0.00%0.0%
Q4 2017$8,612,000
+13.6%
72,590
+6.6%
0.00%0.0%
Q3 2017$7,578,000
+7.7%
68,086
+3.5%
0.00%0.0%
Q2 2017$7,035,000
+2.0%
65,810
-0.1%
0.00%0.0%
Q1 2017$6,894,000
+12.9%
65,844
+7.0%
0.00%
+33.3%
Q4 2016$6,104,000
+142.9%
61,518
+134.8%
0.00%
+200.0%
Q3 2016$2,513,000
+8.5%
26,196
+4.9%
0.00%0.0%
Q2 2016$2,316,000
-16.7%
24,967
-18.1%
0.00%
-50.0%
Q1 2016$2,780,000
+16.3%
30,467
+16.2%
0.00%
+100.0%
Q4 2015$2,391,000
+60.0%
26,226
+48.8%
0.00%0.0%
Q3 2015$1,494,000
-47.9%
17,623
-44.1%
0.00%
-50.0%
Q2 2015$2,865,000
-31.9%
31,548
-32.3%
0.00%0.0%
Q1 2015$4,206,000
+19.3%
46,603
+20.2%
0.00%0.0%
Q4 2014$3,526,000
+60.9%
38,771
+56.0%
0.00%
+100.0%
Q3 2014$2,191,000
+529.6%
24,855
+517.2%
0.00%
Q2 2014$348,000
+17.6%
4,027
+12.9%
0.00%
Q1 2014$296,0000.0%3,568
-0.8%
0.00%
Q4 2013$296,000
+8.0%
3,597
-1.8%
0.00%
Q3 2013$274,000
+130.3%
3,664
+121.7%
0.00%
Q2 2013$119,0001,6530.00%
Other shareholders
ISHARES TR shareholders Q3 2021
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