ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 255 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $796,000 | +27.8% | 8,293 | +23.6% | 0.00% | 0.0% |
| Q2 2016 | $623,000 | +94.7% | 6,709 | +91.4% | 0.00% | – |
| Q1 2016 | $320,000 | +2.6% | 3,506 | +2.3% | 0.00% | – |
| Q4 2015 | $312,000 | +17.3% | 3,426 | +9.1% | 0.00% | – |
| Q3 2015 | $266,000 | -10.1% | 3,141 | -3.5% | 0.00% | – |
| Q2 2015 | $296,000 | +42.3% | 3,256 | +41.6% | 0.00% | – |
| Q1 2015 | $208,000 | +5.1% | 2,300 | +5.6% | 0.00% | – |
| Q4 2014 | $198,000 | +141.5% | 2,178 | +134.2% | 0.00% | – |
| Q3 2014 | $82,000 | +182.8% | 930 | +179.3% | 0.00% | – |
| Q2 2014 | $29,000 | – | 333 | – | 0.00% | – |
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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% |