EVERETT HARRIS & CO /CA/ - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 499 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.

Quarter-by-quarter ownership
EVERETT HARRIS & CO /CA/ ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$481,000
-17.2%
2,7880.0%0.01%0.0%
Q1 2022$581,000
-4.9%
2,7880.0%0.01%0.0%
Q4 2021$611,000
+11.1%
2,7880.0%0.01%
-11.1%
Q3 2021$550,000
+0.5%
2,7880.0%0.01%0.0%
Q2 2021$547,000
+9.2%
2,7880.0%0.01%0.0%
Q1 2021$501,000
+4.6%
2,7880.0%0.01%
+12.5%
Q4 2020$479,000
+10.4%
2,7880.0%0.01%0.0%
Q3 2020$434,000
+9.3%
2,7880.0%0.01%
-11.1%
Q2 2020$397,000
+19.9%
2,7880.0%0.01%0.0%
Q1 2020$331,0002,7880.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Rehmann Capital Advisory Group 3,844,608$322,537,548,00039.02%
Meristem Family Wealth, LLC 689,631$90,680,00024.49%
EVOKE WEALTH, LLC 579,040$76,138,027,0009.37%
Pictet North America Advisors SA 393,736$51,772,0007.08%
Oakworth Capital, Inc. 273,198$35,923,0006.97%
Relative Value Partners Group, LLC 455,764$59,928,0006.05%
SCS Capital Management LLC 1,063,423$139,829,0004.63%
Darwin Wealth Management, LLC 105,712$13,900,0004.11%
GenWealth Group, Inc. 72,110$9,481,0003.94%
BARINGS LLC 2,445,164$321,514,0003.66%
View complete list of ISHARES TR shareholders