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 | $90,865,843 | -0.8% | 452,880 | +2.4% | 0.00% | 0.0% |
| Q2 2023 | $91,602,929 | -3.0% | 442,398 | -12.4% | 0.00% | 0.0% |
| Q1 2023 | $94,413,864 | +1.7% | 504,779 | -7.3% | 0.00% | 0.0% |
| Q4 2022 | $92,849,950 | +87.0% | 544,351 | +78.2% | 0.00% | +50.0% |
| Q3 2022 | $49,640,000 | +5.1% | 305,477 | +11.6% | 0.00% | 0.0% |
| Q2 2022 | $47,220,000 | +52366.7% | 273,783 | +63275.7% | 0.00% | – |
| Q1 2022 | $90,000 | -3.2% | 432 | +1.2% | 0.00% | – |
| Q4 2021 | $93,000 | +32.9% | 427 | +21.0% | 0.00% | – |
| Q3 2021 | $70,000 | +150.0% | 353 | +146.9% | 0.00% | – |
| Q2 2021 | $28,000 | -36.4% | 143 | -41.2% | 0.00% | – |
| Q1 2021 | $44,000 | +83.3% | 243 | +76.1% | 0.00% | – |
| Q4 2020 | $24,000 | +14.3% | 138 | 0.0% | 0.00% | – |
| Q3 2020 | $21,000 | +5.0% | 138 | 0.0% | 0.00% | – |
| Q2 2020 | $20,000 | +25.0% | 138 | 0.0% | 0.00% | – |
| Q1 2020 | $16,000 | -20.0% | 138 | 0.0% | 0.00% | – |
| Q4 2019 | $20,000 | -51.2% | 138 | -55.9% | 0.00% | – |
| Q3 2019 | $41,000 | -6.8% | 313 | -7.1% | 0.00% | – |
| Q2 2019 | $44,000 | +109.5% | 337 | +97.1% | 0.00% | – |
| Q1 2019 | $21,000 | +5.0% | 171 | -6.0% | 0.00% | – |
| Q4 2018 | $20,000 | -37.5% | 182 | -26.0% | 0.00% | – |
| Q3 2018 | $32,000 | +14.3% | 246 | +5.1% | 0.00% | – |
| Q2 2018 | $28,000 | 0.0% | 234 | -4.5% | 0.00% | – |
| Q1 2018 | $28,000 | -9.7% | 245 | -4.3% | 0.00% | – |
| Q4 2017 | $31,000 | -49.2% | 256 | -53.2% | 0.00% | – |
| Q3 2017 | $61,000 | +3.4% | 547 | -0.2% | 0.00% | – |
| Q2 2017 | $59,000 | +3.5% | 548 | 0.0% | 0.00% | – |
| Q1 2017 | $57,000 | -1.7% | 548 | -6.8% | 0.00% | – |
| Q4 2016 | $58,000 | 0.0% | 588 | -2.5% | 0.00% | – |
| Q3 2016 | $58,000 | +93.3% | 603 | +84.4% | 0.00% | – |
| Q2 2016 | $30,000 | +3.4% | 327 | +4.1% | 0.00% | – |
| Q1 2016 | $29,000 | -34.1% | 314 | -35.4% | 0.00% | – |
| Q4 2015 | $44,000 | -93.0% | 486 | -93.6% | 0.00% | -100.0% |
| Q4 2013 | $626,000 | – | 7,600 | – | 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% |