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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,003,200 | +21.7% | 5,000 | +25.6% | 0.08% | +25.4% |
| Q2 2023 | $824,099 | +45.0% | 3,980 | +31.0% | 0.06% | +37.0% |
| Q1 2023 | $568,415 | +9.7% | 3,039 | 0.0% | 0.05% | +7.0% |
| Q4 2022 | $518,362 | +3.3% | 3,039 | -1.6% | 0.04% | -4.4% |
| Q3 2022 | $502,000 | -6.5% | 3,089 | -0.8% | 0.04% | -6.2% |
| Q2 2022 | $537,000 | -20.0% | 3,114 | -3.3% | 0.05% | -5.9% |
| Q1 2022 | $671,000 | -4.8% | 3,219 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $705,000 | +10.8% | 3,219 | 0.0% | 0.05% | +2.0% |
| Q3 2021 | $636,000 | -3.3% | 3,219 | -4.0% | 0.05% | 0.0% |
| Q2 2021 | $658,000 | +3.6% | 3,354 | -5.0% | 0.05% | -3.8% |
| Q1 2021 | $635,000 | +4.8% | 3,529 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $606,000 | +4.3% | 3,529 | -5.4% | 0.05% | -8.8% |
| Q3 2020 | $581,000 | +9.4% | 3,729 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $531,000 | +22.9% | 3,729 | +2.3% | 0.06% | +1.8% |
| Q1 2020 | $432,000 | -16.8% | 3,644 | +1.1% | 0.06% | +7.7% |
| Q4 2019 | $519,000 | +9.5% | 3,604 | 0.0% | 0.05% | +2.0% |
| Q3 2019 | $474,000 | +1.5% | 3,604 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $467,000 | +3.3% | 3,604 | 0.0% | 0.05% | +4.1% |
| Q1 2019 | $452,000 | +12.4% | 3,604 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $402,000 | -18.0% | 3,604 | -4.6% | 0.05% | -5.8% |
| Q3 2018 | $490,000 | +17.8% | 3,779 | +8.6% | 0.05% | +10.6% |
| Q2 2018 | $416,000 | +6.7% | 3,479 | +3.4% | 0.05% | +4.4% |
| Q1 2018 | $390,000 | -6.0% | 3,364 | -3.9% | 0.04% | -2.2% |
| Q4 2017 | $415,000 | – | 3,499 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rehmann Capital Advisory Group | 3,844,608 | $322,537,548,000 | 39.02% |
| Meristem Family Wealth, LLC | 689,631 | $90,680,000 | 24.49% |
| EVOKE WEALTH, LLC | 579,040 | $76,138,027,000 | 9.37% |
| Pictet North America Advisors SA | 393,736 | $51,772,000 | 7.08% |
| Oakworth Capital, Inc. | 273,198 | $35,923,000 | 6.97% |
| Relative Value Partners Group, LLC | 455,764 | $59,928,000 | 6.05% |
| SCS Capital Management LLC | 1,063,423 | $139,829,000 | 4.63% |
| Darwin Wealth Management, LLC | 105,712 | $13,900,000 | 4.11% |
| GenWealth Group, Inc. | 72,110 | $9,481,000 | 3.94% |
| BARINGS LLC | 2,445,164 | $321,514,000 | 3.66% |