ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 243 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.29 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $1,268,000 | +10.6% | 13,929 | +7.3% | 0.02% | +4.8% |
| Q3 2014 | $1,146,000 | +47.5% | 12,983 | +44.6% | 0.02% | +50.0% |
| Q2 2014 | $777,000 | +18.6% | 8,978 | +13.6% | 0.01% | +7.7% |
| Q1 2014 | $655,000 | +117.6% | 7,900 | +115.8% | 0.01% | +160.0% |
| Q4 2013 | $301,000 | -67.1% | 3,660 | -70.0% | 0.01% | -70.6% |
| Q3 2013 | $914,000 | -72.6% | 12,216 | -73.6% | 0.02% | -76.1% |
| Q2 2013 | $3,332,000 | – | 46,299 | – | 0.07% | – |
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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% |