ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 217 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 2.37 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $62,635,000 | +63.4% | 710,471 | +60.4% | 0.05% | +53.3% |
| Q2 2014 | $38,330,000 | +11.4% | 442,964 | +6.6% | 0.03% | -3.2% |
| Q1 2014 | $34,412,000 | -15.6% | 415,556 | -16.1% | 0.03% | -18.4% |
| Q4 2013 | $40,764,000 | -2.6% | 495,013 | -11.5% | 0.04% | -11.6% |
| Q3 2013 | $41,870,000 | +4.3% | 559,461 | +0.3% | 0.04% | -10.4% |
| Q2 2013 | $40,147,000 | – | 557,975 | – | 0.05% | – |
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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% |