PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. - ISHARES TR ownership

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
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$270,000
+12.5%
2,1520.0%0.02%0.0%
Q4 2018$240,000
-14.0%
2,1520.0%0.02%
+4.5%
Q3 2018$279,000
+8.6%
2,1520.0%0.02%
+4.8%
Q2 2018$257,0002,1520.02%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Meristem Family Wealth, LLC 999,248$91,101,00035.73%
Pictet North America Advisors SA 875,633$79,831,00018.64%
Covenant Multifamily Offices, LLC 261,769$23,865,00016.88%
MML INVESTORS SERVICES, LLC 133,982$12,215,00011.33%
Oakworth Capital, Inc. 266,021$24,253,00010.09%
New Harbor Financial Group, LLC 69,831$6,366,0009.42%
Relative Value Partners Group, LLC 748,532$68,244,0008.37%
MARINER INDEPENDENT ADVISOR NETWORK, LLC 116,244$10,598,0007.11%
SFMG, LLC 302,506$27,579,0006.28%
SCS Capital Management LLC 1,419,146$129,384,0005.79%
View complete list of ISHARES TR shareholders