ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 304 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.78 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,781 | -28.4% | 1,220 | -38.8% | 0.01% | -57.1% |
| Q4 2020 | $342,000 | 0.0% | 1,995 | -9.2% | 0.01% | -6.7% |
| Q3 2020 | $342,000 | +9.6% | 2,198 | +0.3% | 0.02% | 0.0% |
| Q2 2020 | $312,000 | +17.7% | 2,192 | -1.8% | 0.02% | 0.0% |
| Q1 2020 | $265,000 | -12.8% | 2,232 | +5.9% | 0.02% | +7.1% |
| Q4 2019 | $304,000 | +2.0% | 2,108 | -7.1% | 0.01% | 0.0% |
| Q3 2019 | $298,000 | +20.6% | 2,268 | +18.9% | 0.01% | +16.7% |
| Q2 2019 | $247,000 | +17.1% | 1,907 | +13.4% | 0.01% | +9.1% |
| Q1 2019 | $211,000 | -15.9% | 1,681 | -19.8% | 0.01% | -21.4% |
| Q2 2018 | $251,000 | +3.3% | 2,095 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $243,000 | -25.5% | 2,095 | -23.7% | 0.01% | -22.2% |
| Q4 2017 | $326,000 | +6.9% | 2,744 | 0.0% | 0.02% | +5.9% |
| Q3 2017 | $305,000 | +1.7% | 2,744 | 0.0% | 0.02% | -22.7% |
| Q2 2017 | $300,000 | – | 2,744 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 938,527 | $90,033,000 | 37.79% |
| Covenant Multifamily Offices, LLC | 218,790 | $20,988,000 | 19.99% |
| MML INVESTORS SERVICES, LLC | 143,443 | $13,760,000 | 15.82% |
| Pictet North America Advisors SA | 617,317 | $59,219,000 | 14.12% |
| Oakworth Capital, Inc. | 247,963 | $23,787,000 | 8.24% |
| SCS Capital Management LLC | 2,013,465 | $193,152,000 | 7.62% |
| Relative Value Partners Group, LLC | 591,864 | $56,778,000 | 7.34% |
| Wharton Business Group, LLC | 521,767 | $50,053,000 | 6.17% |
| Berkshire Money Management, Inc. | 170,510 | $16,357,000 | 5.02% |
| Patriot Wealth Management, Inc. | 230,603 | $22,122,000 | 4.27% |