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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,388 | -3.1% | 1,247 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $258,400 | +10.9% | 1,247 | +0.2% | 0.02% | +4.2% |
| Q1 2023 | $233,046 | +9.9% | 1,245 | +0.2% | 0.02% | 0.0% |
| Q4 2022 | $212,113 | +5.0% | 1,243 | +0.2% | 0.02% | -17.2% |
| Q3 2022 | $202,000 | -5.2% | 1,240 | +0.2% | 0.03% | 0.0% |
| Q2 2022 | $213,000 | -17.4% | 1,237 | +0.2% | 0.03% | -6.5% |
| Q1 2022 | $258,000 | -4.4% | 1,235 | +0.2% | 0.03% | -13.9% |
| Q4 2021 | $270,000 | +11.1% | 1,233 | +0.2% | 0.04% | -2.7% |
| Q3 2021 | $243,000 | +0.8% | 1,231 | +0.2% | 0.04% | -7.5% |
| Q2 2021 | $241,000 | -3.6% | 1,229 | -11.5% | 0.04% | -29.8% |
| Q1 2021 | $250,000 | +5.0% | 1,388 | +0.2% | 0.06% | -9.5% |
| Q4 2020 | $238,000 | +10.7% | 1,385 | +0.3% | 0.06% | -6.0% |
| Q3 2020 | $215,000 | -27.9% | 1,381 | -45.0% | 0.07% | -47.2% |
| Q1 2020 | $298,000 | -17.5% | 2,510 | +0.2% | 0.13% | +2.4% |
| Q4 2019 | $361,000 | +6.8% | 2,506 | +0.2% | 0.12% | +1.6% |
| Q3 2019 | $338,000 | -8.9% | 2,501 | -12.6% | 0.12% | -50.2% |
| Q2 2019 | $371,000 | – | 2,861 | – | 0.24% | – |
Download | ||||||
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% |