ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 195 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.39 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $547,000 | -6.7% | 6,456 | 0.0% | 0.06% | +56.4% |
| Q2 2015 | $586,000 | +0.5% | 6,456 | 0.0% | 0.04% | -38.1% |
| Q1 2015 | $583,000 | -0.7% | 6,456 | 0.0% | 0.06% | +6.8% |
| Q4 2014 | $587,000 | +3.2% | 6,456 | 0.0% | 0.06% | 0.0% |
| Q3 2014 | $569,000 | -29.8% | 6,456 | -31.1% | 0.06% | -29.8% |
| Q2 2014 | $811,000 | +4.5% | 9,370 | 0.0% | 0.08% | +1.2% |
| Q1 2014 | $776,000 | +0.5% | 9,370 | 0.0% | 0.08% | +2.5% |
| Q4 2013 | $772,000 | – | 9,370 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 851,568 | $91,033,000 | 37.40% |
| Pictet North America Advisors SA | 686,574 | $73,395,000 | 12.19% |
| Oakworth Capital, Inc. | 272,953 | $29,178,000 | 7.99% |
| Cerity Partners LLC | 1,095,103 | $93,797,000 | 7.86% |
| Wechter Feldman Wealth Management, Inc. | 67,713 | $7,238,000 | 5.80% |
| Relative Value Partners Group, LLC | 452,066 | $48,326,000 | 5.67% |
| BARING ASSET MANAGEMENT Ltd | 770,782 | $82,281,000 | 5.35% |
| Svenska Handelsbanken AB (publ) | 32,850 | $3,512,000 | 5.30% |
| GenWealth Group, Inc. | 73,561 | $7,863,000 | 5.29% |
| SCS Capital Management LLC | 1,522,149 | $162,718,000 | 4.40% |