ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 16 filers reported holding ISHARES TR in Q1 2013. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2014 | $73,343,000 | +2.0% | 847,605 | -2.4% | 0.63% | +3.1% |
| Q1 2014 | $71,887,000 | +27.7% | 868,100 | +27.0% | 0.61% | +18.8% |
| Q4 2013 | $56,281,000 | +10.6% | 683,432 | +0.5% | 0.52% | -13.6% |
| Q3 2013 | $50,903,000 | +6.0% | 680,152 | +2.0% | 0.60% | +1.2% |
| Q2 2013 | $48,001,000 | -8.8% | 667,140 | -10.7% | 0.59% | -9.8% |
| Q1 2013 | $52,607,000 | – | 746,940 | – | 0.65% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 700,906 | $90,830,000 | 27.70% |
| Polianta Ltd | 141,700 | $18,362,000 | 7.92% |
| Pictet North America Advisors SA | 382,858 | $49,615,000 | 7.21% |
| Oakworth Capital, Inc. | 271,413 | $35,173,000 | 6.70% |
| Relative Value Partners Group, LLC | 463,470 | $60,061,000 | 6.28% |
| Measured Wealth Private Client Group, LLC | 72,366 | $9,378,000 | 5.41% |
| SCS Capital Management LLC | 1,033,359 | $133,913,000 | 4.61% |
| GenWealth Group, Inc. | 72,572 | $9,528,000 | 4.06% |
| Darwin Wealth Management, LLC | 99,468 | $12,890,000 | 3.99% |
| BARINGS LLC | 3,472,746 | $450,033,000 | 3.29% |