ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 291 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.24 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,214 | +6.8% | 50 | 0.0% | 0.01% | +20.0% |
| Q1 2024 | $12,370 | +10.8% | 50 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $11,169 | +11.3% | 50 | 0.0% | 0.01% | 0.0% |
| 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 | 585,357 | $83,367,000 | 22.87% |
| Legacy Advisors, LLC | 118,580 | $16,888,000 | 13.41% |
| Altus Wealth Management, LLC | 84,156 | $11,986,000 | 13.35% |
| IEQ CAPITAL, LLC | 970,334 | $138,195,000 | 8.97% |
| EVOKE WEALTH, LLC | 530,158 | $75,505,000 | 7.32% |
| Oakworth Capital, Inc. | 277,764 | $39,559,000 | 7.11% |
| Relative Value Partners Group, LLC | 437,696 | $62,337,000 | 6.54% |
| Financial Services Advisory Inc | 90,144 | $12,838,000 | 6.51% |
| Bell Bank | 213,579 | $30,418,000 | 5.65% |
| Ascension Capital Advisors, Inc. | 44,749 | $6,373,000 | 5.57% |