Weitz Investment Management - ISHARES TR ownership

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
Weitz Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$14,0000.0%1280.0%0.00%0.0%
Q2 2017$14,000
+7.7%
1280.0%0.00%0.0%
Q1 2017$13,0000.0%1280.0%0.00%0.0%
Q4 2016$13,0001280.00%
Other shareholders
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%
View complete list of ISHARES TR shareholders