ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 427 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 6.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $759,222 | +117.5% | 3,784 | +76.0% | 0.00% | +100.0% |
| Q3 2022 | $349,000 | -5.9% | 2,150 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $371,000 | -17.2% | 2,150 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $448,000 | -19.3% | 2,150 | -15.1% | 0.00% | 0.0% |
| Q4 2021 | $555,000 | +11.0% | 2,532 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $500,000 | +0.6% | 2,532 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $497,000 | +9.2% | 2,532 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $455,000 | +4.6% | 2,532 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $435,000 | +10.4% | 2,532 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $394,000 | +92.2% | 2,532 | +46.2% | 0.00% | 0.0% |
| Q1 2020 | $205,000 | -77.9% | 1,732 | -73.1% | 0.00% | -66.7% |
| Q4 2019 | $927,000 | +22.9% | 6,432 | +12.2% | 0.00% | 0.0% |
| Q3 2019 | $754,000 | +1.5% | 5,732 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $743,000 | +3.5% | 5,732 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $718,000 | +12.4% | 5,732 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $639,000 | -45.4% | 5,732 | -36.5% | 0.00% | -25.0% |
| Q3 2018 | $1,171,000 | +8.4% | 9,032 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,080,000 | +112.6% | 9,032 | +106.1% | 0.00% | +100.0% |
| Q1 2018 | $508,000 | +2.8% | 4,382 | +5.3% | 0.00% | 0.0% |
| Q4 2017 | $494,000 | – | 4,160 | – | 0.00% | – |
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% |