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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $434,412 | +10.7% | 2,098 | 0.0% | 0.12% | +6.0% |
| Q1 2023 | $392,410 | +19.6% | 2,098 | +40.1% | 0.12% | +19.6% |
| Q4 2021 | $328,000 | +10.8% | 1,498 | 0.0% | 0.10% | -63.8% |
| Q3 2021 | $296,000 | +0.7% | 1,498 | 0.0% | 0.27% | +0.4% |
| Q2 2021 | $294,000 | +9.3% | 1,498 | 0.0% | 0.27% | +2.3% |
| Q1 2021 | $269,000 | +4.7% | 1,498 | 0.0% | 0.26% | +6.5% |
| Q4 2020 | $257,000 | +10.3% | 1,498 | 0.0% | 0.24% | +3.4% |
| Q3 2020 | $233,000 | +9.4% | 1,498 | 0.0% | 0.24% | -2.1% |
| Q2 2020 | $213,000 | -1.4% | 1,498 | 0.0% | 0.24% | +5.7% |
| Q4 2019 | $216,000 | – | 1,498 | – | 0.23% | – |
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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% |