ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 225 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.56 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $137,000 | +3.0% | 1,144 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $133,000 | -6.3% | 1,144 | -4.6% | 0.04% | -4.5% |
| Q4 2017 | $142,000 | +10.9% | 1,199 | 0.0% | 0.04% | +4.8% |
| Q2 2017 | $128,000 | +1.6% | 1,199 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $126,000 | +5.9% | 1,199 | 0.0% | 0.04% | +2.4% |
| Q4 2016 | $119,000 | +4.4% | 1,199 | -4.1% | 0.04% | +5.1% |
| Q1 2016 | $114,000 | 0.0% | 1,250 | 0.0% | 0.04% | -4.9% |
| Q4 2015 | $114,000 | +7.5% | 1,250 | 0.0% | 0.04% | +5.1% |
| Q3 2015 | $106,000 | -25.9% | 1,250 | -20.4% | 0.04% | -18.8% |
| Q2 2015 | $143,000 | +0.7% | 1,570 | 0.0% | 0.05% | -2.0% |
| Q1 2015 | $142,000 | -0.7% | 1,570 | 0.0% | 0.05% | +2.1% |
| Q4 2014 | $143,000 | – | 1,570 | – | 0.05% | – |
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% |