ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 181 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.38 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $275,000 | -3.5% | 2,871 | -6.4% | 0.01% | -16.7% |
| Q2 2016 | $285,000 | -22.3% | 3,066 | -23.7% | 0.01% | -25.0% |
| Q1 2016 | $367,000 | -1.6% | 4,016 | -1.8% | 0.01% | 0.0% |
| Q4 2015 | $373,000 | +7.5% | 4,090 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $347,000 | -6.7% | 4,090 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $372,000 | -11.8% | 4,090 | -12.5% | 0.01% | 0.0% |
| Q1 2015 | $422,000 | -70.4% | 4,675 | -70.1% | 0.01% | -74.2% |
| Q4 2014 | $1,424,000 | -69.1% | 15,657 | -70.1% | 0.03% | -69.6% |
| Q3 2014 | $4,614,000 | -33.8% | 52,331 | -35.1% | 0.10% | -28.7% |
| Q2 2014 | $6,974,000 | -23.2% | 80,596 | -26.5% | 0.14% | -17.3% |
| Q1 2014 | $9,086,000 | -54.2% | 109,721 | -54.4% | 0.17% | -54.9% |
| Q4 2013 | $19,831,000 | -15.9% | 240,817 | -23.6% | 0.38% | -23.0% |
| Q3 2013 | $23,594,000 | -70.0% | 315,262 | -71.2% | 0.50% | -71.0% |
| Q2 2013 | $78,719,000 | – | 1,094,076 | – | 1.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 217,703 | $45,396,000 | 23.33% |
| Legacy Advisors, LLC | 357,667 | $74,581,000 | 14.48% |
| Altus Wealth Management, LLC | 99,252 | $20,696,000 | 14.25% |
| Meristem Family Wealth, LLC | 580,869 | $121,123,000 | 13.09% |
| Relative Value Partners Group, LLC | 468,218 | $97,633,000 | 6.78% |
| Oakworth Capital, Inc. | 354,757 | $73,974,000 | 6.37% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 43,671 | $9,106,000 | 5.40% |
| IEQ CAPITAL, LLC | 1,011,266 | $210,869,000 | 5.02% |
| Portfolio Strategies, Inc. | 128,888 | $26,895,000 | 5.02% |
| Waypoint Capital Advisors, LLC | 37,823 | $7,888,000 | 4.64% |