ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 262 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.57 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,032 | -3.1% | 50 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $10,353 | +10.7% | 50 | 0.0% | 0.01% | +25.0% |
Q1 2023 | $9,352 | +9.7% | 50 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $8,528 | +6.6% | 50 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $8,000 | -11.1% | 50 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $9,000 | -10.0% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $10,000 | -9.1% | 50 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $11,000 | +10.0% | 50 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $10,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $10,000 | +11.1% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $9,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $9,000 | +12.5% | 50 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $8,000 | +14.3% | 50 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $6,000 | -14.3% | 50 | 0.0% | 0.00% | +33.3% |
Q4 2019 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% |
Q3 2019 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | +33.3% |
Q2 2019 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $6,000 | -40.0% | 50 | -44.4% | 0.00% | -50.0% |
Q2 2017 | $10,000 | -72.2% | 90 | -73.5% | 0.01% | -71.4% |
Q1 2017 | $36,000 | +300.0% | 340 | +277.8% | 0.02% | +250.0% |
Q3 2016 | $9,000 | – | 90 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meristem Family Wealth, LLC | 938,527 | $90,033,000 | 37.79% |
Covenant Multifamily Offices, LLC | 218,790 | $20,988,000 | 19.99% |
MML INVESTORS SERVICES, LLC | 143,443 | $13,760,000 | 15.82% |
Pictet North America Advisors SA | 617,317 | $59,219,000 | 14.12% |
Oakworth Capital, Inc. | 247,963 | $23,787,000 | 8.24% |
SCS Capital Management LLC | 2,013,465 | $193,152,000 | 7.62% |
Relative Value Partners Group, LLC | 591,864 | $56,778,000 | 7.34% |
Wharton Business Group, LLC | 521,767 | $50,053,000 | 6.17% |
Berkshire Money Management, Inc. | 170,510 | $16,357,000 | 5.02% |
Patriot Wealth Management, Inc. | 230,603 | $22,122,000 | 4.27% |