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 | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $20,225,000 | -90.3% | 193,172 | +8357.6% | 0.90% | +5506.2% |
| Q1 2016 | $208,689,000 | +3107.1% | 2,284 | -96.8% | 0.02% | -97.0% |
| Q4 2015 | $6,507,000 | +2857.7% | 71,377 | +2853.1% | 0.53% | +2540.0% |
| Q2 2015 | $220,000 | -93.9% | 2,417 | -93.9% | 0.02% | -93.9% |
| Q4 2014 | $3,612,000 | -92.5% | 39,723 | -92.7% | 0.33% | -92.1% |
| Q3 2014 | $48,090,000 | +1217.5% | 545,490 | +1193.3% | 4.16% | +1268.8% |
| Q2 2014 | $3,650,000 | -1.1% | 42,179 | -5.3% | 0.30% | -4.4% |
| Q1 2014 | $3,689,000 | -72.9% | 44,544 | -73.0% | 0.32% | -71.9% |
| Q4 2013 | $13,601,000 | +5171.7% | 165,155 | +4696.8% | 1.13% | +5550.0% |
| Q3 2013 | $258,000 | -93.6% | 3,443 | -93.9% | 0.02% | -94.6% |
| Q2 2013 | $4,052,000 | – | 56,314 | – | 0.37% | – |
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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% |