ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 267 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 1.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $480,000 | +0.6% | 2,430 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $477,000 | +9.2% | 2,430 | 0.0% | 0.03% | +3.0% |
| Q1 2021 | $437,000 | +4.8% | 2,430 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $417,000 | +10.3% | 2,430 | 0.0% | 0.03% | +13.8% |
| Q3 2020 | $378,000 | +9.2% | 2,430 | 0.0% | 0.03% | +3.6% |
| Q2 2020 | $346,000 | +20.1% | 2,430 | 0.0% | 0.03% | 0.0% |
| Q1 2020 | $288,000 | -37.8% | 2,430 | -24.3% | 0.03% | -26.3% |
| Q4 2019 | $463,000 | +9.7% | 3,210 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $422,000 | +1.4% | 3,210 | 0.0% | 0.04% | +2.7% |
| Q2 2019 | $416,000 | +3.5% | 3,210 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $402,000 | +12.3% | 3,210 | 0.0% | 0.04% | +2.8% |
| Q4 2018 | $358,000 | -13.9% | 3,210 | 0.0% | 0.04% | -2.7% |
| Q3 2018 | $416,000 | +8.3% | 3,210 | 0.0% | 0.04% | +2.8% |
| Q2 2018 | $384,000 | +3.2% | 3,210 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $372,000 | -2.4% | 3,210 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $381,000 | +6.7% | 3,210 | 0.0% | 0.04% | +6.1% |
| Q3 2017 | $357,000 | +4.1% | 3,210 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $343,000 | +2.1% | 3,210 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $336,000 | – | 3,210 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 585,357 | $83,367,000 | 22.87% |
| Legacy Advisors, LLC | 118,580 | $16,888,000 | 13.41% |
| Altus Wealth Management, LLC | 84,156 | $11,986,000 | 13.35% |
| IEQ CAPITAL, LLC | 970,334 | $138,195,000 | 8.97% |
| EVOKE WEALTH, LLC | 530,158 | $75,505,000 | 7.32% |
| Oakworth Capital, Inc. | 277,764 | $39,559,000 | 7.11% |
| Relative Value Partners Group, LLC | 437,696 | $62,337,000 | 6.54% |
| Financial Services Advisory Inc | 90,144 | $12,838,000 | 6.51% |
| Bell Bank | 213,579 | $30,418,000 | 5.65% |
| Ascension Capital Advisors, Inc. | 44,749 | $6,373,000 | 5.57% |