ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 262 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.57 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $485,000 | -3.8% | 3,113 | -12.1% | 0.16% | -10.9% |
| Q2 2020 | $504,000 | +15.3% | 3,540 | -3.9% | 0.18% | -9.4% |
| Q1 2020 | $437,000 | -35.4% | 3,685 | -21.5% | 0.20% | -24.5% |
| Q4 2019 | $676,000 | +6.5% | 4,693 | -2.9% | 0.27% | -10.6% |
| Q3 2019 | $635,000 | -1.7% | 4,832 | -3.1% | 0.30% | +0.7% |
| Q2 2019 | $646,000 | -2.4% | 4,988 | -5.7% | 0.30% | -2.6% |
| Q1 2019 | $662,000 | +12.6% | 5,288 | +0.3% | 0.31% | +5.9% |
| Q4 2018 | $588,000 | -14.8% | 5,271 | -1.0% | 0.29% | -20.1% |
| Q3 2018 | $690,000 | +8.3% | 5,326 | 0.0% | 0.36% | +11.3% |
| Q2 2018 | $637,000 | +3.1% | 5,326 | 0.0% | 0.33% | -0.6% |
| Q1 2018 | $618,000 | -4.6% | 5,326 | -2.5% | 0.33% | +1.5% |
| Q4 2017 | $648,000 | +3.3% | 5,462 | -3.0% | 0.32% | -0.9% |
| Q3 2017 | $627,000 | +3.0% | 5,630 | -1.2% | 0.33% | +5.5% |
| Q2 2017 | $609,000 | +2.0% | 5,699 | 0.0% | 0.31% | -21.8% |
| Q1 2017 | $597,000 | – | 5,699 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 585,357 | $83,367,000 | 22.87% |
| Legacy Advisors, LLC | 118,580 | $16,888,000 | 13.41% |
| Altus Wealth Management, LLC | 84,156 | $11,986,000 | 13.35% |
| IEQ CAPITAL, LLC | 970,334 | $138,195,000 | 8.97% |
| EVOKE WEALTH, LLC | 530,158 | $75,505,000 | 7.32% |
| Oakworth Capital, Inc. | 277,764 | $39,559,000 | 7.11% |
| Relative Value Partners Group, LLC | 437,696 | $62,337,000 | 6.54% |
| Financial Services Advisory Inc | 90,144 | $12,838,000 | 6.51% |
| Bell Bank | 213,579 | $30,418,000 | 5.65% |
| Ascension Capital Advisors, Inc. | 44,749 | $6,373,000 | 5.57% |