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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $55,979 | -11.1% | 279 | -8.2% | 0.00% | 0.0% |
| Q2 2023 | $62,946 | +10.7% | 304 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $56,860 | +19240.1% | 304 | -82.4% | 0.00% | -76.9% |
| Q4 2022 | $294 | -99.9% | 1,726 | -21.5% | 0.01% | -23.5% |
| Q3 2022 | $358,000 | +9.1% | 2,200 | +15.8% | 0.02% | +21.4% |
| Q2 2022 | $328,000 | -17.2% | 1,900 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $396,000 | -31.7% | 1,900 | -28.3% | 0.01% | -26.3% |
| Q4 2021 | $580,000 | +54.7% | 2,649 | +39.4% | 0.02% | +137.5% |
| Q3 2021 | $375,000 | +33.0% | 1,900 | +31.9% | 0.01% | -27.3% |
| Q2 2021 | $282,000 | -28.4% | 1,440 | -34.2% | 0.01% | -31.2% |
| Q1 2021 | $394,000 | – | 2,189 | – | 0.02% | – |
Download | ||||||
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% |