ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 323 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 14.86 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,807,200 | +7.6% | 21,972 | +0.7% | 0.00% | 0.0% |
| Q1 2024 | $5,395,765 | +9.5% | 21,809 | -1.1% | 0.00% | 0.0% |
| Q4 2023 | $4,927,090 | +1536.9% | 22,056 | +944.3% | 0.00% | – |
| Q2 2020 | $301,000 | +27.0% | 2,112 | +5.6% | 0.00% | – |
| Q1 2020 | $237,000 | -17.7% | 2,000 | 0.0% | 0.00% | – |
| Q4 2019 | $288,000 | +9.5% | 2,000 | 0.0% | 0.00% | – |
| Q3 2019 | $263,000 | +1.5% | 2,000 | 0.0% | 0.00% | – |
| Q2 2019 | $259,000 | +3.2% | 2,000 | 0.0% | 0.00% | – |
| Q1 2019 | $251,000 | +12.6% | 2,000 | 0.0% | 0.00% | – |
| Q4 2018 | $223,000 | -13.9% | 2,000 | 0.0% | 0.00% | – |
| Q3 2018 | $259,000 | +8.4% | 2,000 | 0.0% | 0.00% | – |
| Q2 2018 | $239,000 | +3.0% | 2,000 | 0.0% | 0.00% | – |
| Q1 2018 | $232,000 | -2.1% | 2,000 | 0.0% | 0.00% | – |
| Q4 2017 | $237,000 | +6.3% | 2,000 | 0.0% | 0.00% | – |
| Q3 2017 | $223,000 | +4.2% | 2,000 | 0.0% | 0.00% | – |
| Q2 2017 | $214,000 | +2.4% | 2,000 | 0.0% | 0.00% | – |
| Q1 2017 | $209,000 | -9.9% | 2,000 | -14.5% | 0.00% | – |
| Q4 2016 | $232,000 | – | 2,340 | – | 0.00% | – |
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% |