ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 507 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $114,321 | -3.1% | 570 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $117,979 | +10.8% | 570 | +0.2% | 0.01% | +11.1% |
| Q1 2023 | $106,464 | +34.7% | 569 | +22.9% | 0.01% | +28.6% |
| Q4 2022 | $79,059 | +5.4% | 463 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $75,000 | 0.0% | 463 | +6.2% | 0.01% | 0.0% |
| Q2 2022 | $75,000 | -17.6% | 436 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $91,000 | -4.2% | 436 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $95,000 | +10.5% | 435 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $86,000 | +1.2% | 435 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $85,000 | +9.0% | 435 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $78,000 | +4.0% | 435 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $75,000 | +10.3% | 435 | +0.2% | 0.01% | 0.0% |
| Q3 2020 | $68,000 | +9.7% | 434 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $62,000 | +21.6% | 434 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $51,000 | -32.0% | 434 | -17.2% | 0.01% | 0.0% |
| Q4 2019 | $75,000 | +8.7% | 524 | -0.4% | 0.01% | 0.0% |
| Q3 2019 | $69,000 | +4.5% | 526 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $66,000 | +11.9% | 526 | +0.2% | 0.01% | 0.0% |
| Q4 2018 | $59,000 | -13.2% | 525 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $68,000 | +7.9% | 525 | +0.2% | 0.01% | +14.3% |
| Q2 2018 | $63,000 | +3.3% | 524 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $61,000 | -1.6% | 524 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $62,000 | +5.1% | 524 | -0.4% | 0.01% | +14.3% |
| Q3 2017 | $59,000 | +5.4% | 526 | +0.2% | 0.01% | 0.0% |
| Q2 2017 | $56,000 | +1.8% | 525 | 0.0% | 0.01% | -12.5% |
| Q1 2017 | $55,000 | +5.8% | 525 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $52,000 | +4.0% | 525 | 0.0% | 0.01% | -11.1% |
| Q3 2016 | $50,000 | +2.0% | 525 | +0.2% | 0.01% | 0.0% |
| Q2 2016 | $49,000 | +2.1% | 524 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $48,000 | 0.0% | 524 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $48,000 | +9.1% | 524 | +0.2% | 0.01% | 0.0% |
| Q3 2015 | $44,000 | -6.4% | 523 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $47,000 | 0.0% | 523 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $47,000 | 0.0% | 523 | +0.2% | 0.01% | 0.0% |
| Q4 2014 | $47,000 | -4.1% | 522 | -6.3% | 0.01% | -10.0% |
| Q3 2014 | $49,000 | +2.1% | 557 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $48,000 | +4.3% | 557 | +0.2% | 0.01% | 0.0% |
| Q1 2014 | $46,000 | – | 556 | – | 0.01% | – |
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% |