ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 267 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 1.78 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 | 851,568 | $91,033,000 | 37.40% |
| Pictet North America Advisors SA | 686,574 | $73,395,000 | 12.19% |
| Oakworth Capital, Inc. | 272,953 | $29,178,000 | 7.99% |
| Cerity Partners LLC | 1,095,103 | $93,797,000 | 7.86% |
| Wechter Feldman Wealth Management, Inc. | 67,713 | $7,238,000 | 5.80% |
| Relative Value Partners Group, LLC | 452,066 | $48,326,000 | 5.67% |
| BARING ASSET MANAGEMENT Ltd | 770,782 | $82,281,000 | 5.35% |
| Svenska Handelsbanken AB (publ) | 32,850 | $3,512,000 | 5.30% |
| GenWealth Group, Inc. | 73,561 | $7,863,000 | 5.29% |
| SCS Capital Management LLC | 1,522,149 | $162,718,000 | 4.40% |