ISHARES TR shareholders Q3 2023

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%.

ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CM WEALTH ADVISORS LLC 207,981$44,206,36217.04%
Altus Wealth Management, LLC 96,230$19,307,52813.41%
First Pacific Financial 121,777$24,433,39610.89%
Financial Services Advisory Inc 74,499$14,947,4797.30%
Merriman Wealth Management, LLC 699,984$140,600,7097.27%
WJ Wealth Management, LLC 67,245$13,492,0336.56%
Financial Partners Group, Inc 128,098$26,372,7535.44%
Relative Value Partners Group, LLC 396,128$79,479,0355.34%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,844$10,201,3404.89%
Oakworth Capital, Inc. 247,191$49,596,3964.51%
W ADVISORS, LLC 25,407$5,097,6604.19%
Objective Capital Management, LLC 21,979$4,409,8433.91%
Polianta Ltd 39,200$7,8653.88%
Abbrea Capital, LLC 120,167$24,1993.85%
IEQ CAPITAL, LLC 939,844$188,570,2173.84%
SNS Financial Group, LLC 128,785$25,934,0243.42%
Future Financial Wealth Managment LLC 15,198$3,049,3273.38%
EVOKE WEALTH, LLC 468,720$94,389,1473.32%
Roof Eidam Maycock Peralta, LLC 50,003$10,032,6023.30%
ATTICUS WEALTH MANAGEMENT, LLC 35,363$7,095,2272.72%
External links

This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.