ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 394 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 9.79 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,043 | -5.0% | 1,630 | -2.0% | 0.01% | 0.0% |
| Q2 2023 | $344,341 | -18.1% | 1,663 | -26.0% | 0.01% | -35.7% |
| Q1 2023 | $420,466 | +5.8% | 2,248 | -3.6% | 0.01% | 0.0% |
| Q4 2022 | $397,599 | +2.2% | 2,331 | -2.7% | 0.01% | -6.7% |
| Q3 2022 | $389,000 | -13.9% | 2,396 | -8.5% | 0.02% | -11.8% |
| Q2 2022 | $452,000 | +7.6% | 2,618 | +29.9% | 0.02% | +30.8% |
| Q1 2022 | $420,000 | -17.5% | 2,016 | -13.2% | 0.01% | -18.8% |
| Q4 2021 | $509,000 | -4.5% | 2,322 | -14.0% | 0.02% | -11.1% |
| Q3 2021 | $533,000 | -3.6% | 2,700 | -4.2% | 0.02% | -5.3% |
| Q2 2021 | $553,000 | +21.0% | 2,819 | +11.0% | 0.02% | -5.0% |
| Q1 2021 | $457,000 | -45.1% | 2,539 | -47.6% | 0.02% | 0.0% |
| Q4 2020 | $832,000 | -4.1% | 4,842 | -13.1% | 0.02% | -58.3% |
| Q3 2020 | $868,000 | -46.9% | 5,571 | -51.4% | 0.05% | -2.0% |
| Q2 2020 | $1,634,000 | +19.8% | 11,474 | -0.2% | 0.05% | -5.8% |
| Q1 2020 | $1,364,000 | +571.9% | 11,502 | +379.2% | 0.05% | +108.0% |
| Q3 2015 | $203,000 | -18.8% | 2,400 | -12.7% | 0.02% | -10.7% |
| Q2 2015 | $250,000 | +0.8% | 2,750 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $248,000 | -4.2% | 2,750 | -3.5% | 0.03% | -6.7% |
| Q4 2014 | $259,000 | +3.2% | 2,850 | 0.0% | 0.03% | 0.0% |
| Q3 2014 | $251,000 | +1.6% | 2,850 | 0.0% | 0.03% | +3.4% |
| Q2 2014 | $247,000 | -9.2% | 2,850 | -13.1% | 0.03% | -9.4% |
| Q1 2014 | $272,000 | -4.6% | 3,280 | -5.1% | 0.03% | -5.9% |
| Q4 2013 | $285,000 | -66.9% | 3,455 | -70.0% | 0.03% | -70.4% |
| Q3 2013 | $861,000 | +0.8% | 11,504 | -3.1% | 0.12% | -5.7% |
| Q2 2013 | $854,000 | – | 11,869 | – | 0.12% | – |
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% |