ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 334 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 7.74 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $807 | -3.0% | 4,019 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $832 | +4.3% | 4,019 | -5.9% | 0.00% | 0.0% |
| Q1 2023 | $798 | +26.9% | 4,269 | +15.8% | 0.00% | 0.0% |
| Q4 2022 | $629 | -99.9% | 3,686 | +22.1% | 0.00% | +100.0% |
| Q3 2022 | $491,000 | +277.7% | 3,019 | +235.4% | 0.00% | – |
| Q4 2019 | $130,000 | +10.2% | 900 | 0.0% | 0.00% | – |
| Q3 2019 | $118,000 | +0.9% | 900 | 0.0% | 0.00% | – |
| Q2 2019 | $117,000 | -33.1% | 900 | -35.3% | 0.00% | -100.0% |
| Q1 2019 | $175,000 | +57.7% | 1,391 | +39.1% | 0.00% | – |
| Q4 2018 | $111,000 | +753.8% | 1,000 | +900.0% | 0.00% | – |
| Q3 2018 | $13,000 | +8.3% | 100 | 0.0% | 0.00% | – |
| Q2 2018 | $12,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2018 | $12,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2017 | $12,000 | +9.1% | 100 | 0.0% | 0.00% | – |
| Q3 2017 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2017 | $11,000 | -86.2% | 100 | -88.6% | 0.00% | – |
| Q2 2015 | $80,000 | 0.0% | 881 | 0.0% | 0.00% | – |
| Q1 2015 | $80,000 | 0.0% | 881 | 0.0% | 0.00% | – |
| Q4 2014 | $80,000 | -48.7% | 881 | -50.0% | 0.00% | – |
| Q3 2014 | $156,000 | +39.3% | 1,762 | +36.1% | 0.00% | -100.0% |
| Q2 2014 | $112,000 | – | 1,295 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 953,354 | $99,816,000 | 39.54% |
| MML INVESTORS SERVICES, LLC | 15,947,248 | $1,405,039,000 | 28.21% |
| Pictet North America Advisors SA | 666,247 | $69,756,000 | 11.64% |
| Oakworth Capital, Inc. | 261,383 | $27,366,000 | 7.92% |
| SCS Capital Management LLC | 1,668,980 | $174,742,000 | 6.22% |
| Relative Value Partners Group, LLC | 454,889 | $47,777,000 | 5.81% |
| BARING ASSET MANAGEMENT Ltd | 786,182 | $82,573,000 | 5.77% |
| Wechter Feldman Wealth Management, Inc. | 64,071 | $6,708,000 | 4.61% |
| Svenska Handelsbanken AB (publ) | 32,850 | $3,439,000 | 4.61% |
| Patriot Wealth Management, Inc. | 235,547 | $24,662,000 | 3.94% |