ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 427 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 6.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $204,653 | -17.1% | 1,200 | +1.1% | 0.08% | +8.2% |
| Q1 2022 | $247,000 | -44.7% | 1,187 | -41.8% | 0.07% | -38.7% |
| Q4 2021 | $447,000 | +25.6% | 2,039 | +12.8% | 0.12% | +52.6% |
| Q3 2021 | $356,000 | +34.3% | 1,807 | +34.5% | 0.08% | +56.0% |
| Q2 2021 | $265,000 | -21.4% | 1,343 | -28.4% | 0.05% | -24.2% |
| Q1 2021 | $337,000 | +5.6% | 1,875 | +1.0% | 0.07% | +15.8% |
| Q4 2020 | $319,000 | +18.1% | 1,857 | +7.3% | 0.06% | +3.6% |
| Q3 2020 | $270,000 | -19.2% | 1,730 | -26.3% | 0.06% | -24.7% |
| Q2 2020 | $334,000 | -34.6% | 2,346 | -33.9% | 0.07% | -29.1% |
| Q4 2019 | $511,000 | -39.5% | 3,547 | -44.8% | 0.10% | -45.2% |
| Q3 2019 | $845,000 | +140.1% | 6,422 | +136.4% | 0.19% | +89.9% |
| Q2 2019 | $352,000 | +1.1% | 2,717 | -2.2% | 0.10% | -6.6% |
| Q1 2019 | $348,000 | +419.4% | 2,779 | +421.4% | 0.11% | +523.5% |
| Q4 2017 | $67,000 | – | 533 | – | 0.02% | – |
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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% |