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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $256,000 | -70.5% | 1,486 | -62.5% | 0.04% | -59.1% |
| Q1 2022 | $869,000 | 0.0% | 3,966 | 0.0% | 0.11% | 0.0% |
| Q4 2021 | $869,000 | -1.4% | 3,966 | -11.1% | 0.11% | -7.6% |
| Q3 2021 | $881,000 | -5.1% | 4,460 | -5.7% | 0.12% | -5.6% |
| Q2 2021 | $928,000 | +7.4% | 4,730 | -1.5% | 0.13% | -5.3% |
| Q1 2021 | $864,000 | +4.9% | 4,802 | 0.0% | 0.13% | +4.7% |
| Q4 2020 | $824,000 | -17.1% | 4,802 | -24.7% | 0.13% | -30.6% |
| Q3 2020 | $994,000 | +9.8% | 6,380 | +0.4% | 0.18% | -3.7% |
| Q2 2020 | $905,000 | – | 6,357 | – | 0.19% | – |
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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% |