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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |