ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 427 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 6.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $98,000 | +8.9% | 500 | 0.0% | 0.00% | – |
| Q1 2021 | $90,000 | -47.7% | 500 | -50.0% | 0.00% | – |
| Q4 2020 | $172,000 | +123.4% | 1,000 | +100.0% | 0.00% | – |
| Q3 2020 | $77,000 | +8.5% | 500 | 0.0% | 0.00% | – |
| Q2 2020 | $71,000 | +16.4% | 500 | 0.0% | 0.00% | – |
| Q1 2020 | $61,000 | -15.3% | 500 | 0.0% | 0.00% | – |
| Q4 2019 | $72,000 | +10.8% | 500 | 0.0% | 0.00% | – |
| Q3 2019 | $65,000 | 0.0% | 500 | 0.0% | 0.00% | – |
| Q2 2019 | $65,000 | +3.2% | 500 | 0.0% | 0.00% | – |
| Q1 2019 | $63,000 | +1.6% | 500 | -10.7% | 0.00% | – |
| Q4 2018 | $62,000 | -42.6% | 560 | -32.9% | 0.00% | – |
| Q3 2018 | $108,000 | -17.6% | 835 | -23.7% | 0.00% | – |
| Q2 2018 | $131,000 | +3.1% | 1,095 | 0.0% | 0.00% | – |
| Q1 2018 | $127,000 | -2.3% | 1,095 | 0.0% | 0.00% | – |
| Q4 2017 | $130,000 | +6.6% | 1,095 | 0.0% | 0.00% | – |
| Q3 2017 | $122,000 | +4.3% | 1,095 | 0.0% | 0.00% | – |
| Q2 2017 | $117,000 | -32.0% | 1,095 | -33.2% | 0.00% | – |
| Q1 2017 | $172,000 | +22.0% | 1,640 | +15.5% | 0.00% | – |
| Q4 2016 | $141,000 | -60.8% | 1,420 | -62.2% | 0.00% | -100.0% |
| Q3 2016 | $360,000 | +3.2% | 3,760 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $349,000 | +1.2% | 3,760 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $345,000 | +8.2% | 3,760 | +7.4% | 0.00% | 0.0% |
| Q4 2015 | $319,000 | -13.6% | 3,500 | -19.7% | 0.00% | 0.0% |
| Q3 2015 | $369,000 | -6.6% | 4,360 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $395,000 | +279.8% | 4,360 | +275.9% | 0.00% | – |
| Q1 2015 | $104,000 | -97.2% | 1,160 | -97.1% | 0.00% | -100.0% |
| Q4 2014 | $3,679,000 | -99.9% | 40,460 | -1.0% | 0.01% | +40.0% |
| Q3 2014 | $3,602,218,000 | +3.3% | 40,860 | +1.4% | 0.01% | +25.0% |
| Q2 2014 | $3,487,159,000 | +4.5% | 40,300 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $3,337,243,000 | -0.4% | 40,300 | -0.9% | 0.00% | 0.0% |
| Q4 2013 | $3,349,998,000 | +10.0% | 40,680 | 0.0% | 0.00% | -42.9% |
| Q3 2013 | $3,044,491,000 | – | 40,680 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CM WEALTH ADVISORS LLC | 207,981 | $44,206,362 | 17.04% |
| Altus Wealth Management, LLC | 96,230 | $19,307,528 | 13.41% |
| First Pacific Financial | 121,777 | $24,433,396 | 10.89% |
| Financial Services Advisory Inc | 74,499 | $14,947,479 | 7.30% |
| Merriman Wealth Management, LLC | 699,984 | $140,600,709 | 7.27% |
| WJ Wealth Management, LLC | 67,245 | $13,492,033 | 6.56% |
| Financial Partners Group, Inc | 128,098 | $26,372,753 | 5.44% |
| Relative Value Partners Group, LLC | 396,128 | $79,479,035 | 5.34% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 50,844 | $10,201,340 | 4.89% |
| Oakworth Capital, Inc. | 247,191 | $49,596,396 | 4.51% |