ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 499 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $637,245 | -54.0% | 3,407 | -58.1% | 0.00% | -75.0% |
| Q4 2022 | $1,385,540 | +3.9% | 8,123 | -0.9% | 0.00% | 0.0% |
| Q3 2022 | $1,333,000 | -23.2% | 8,200 | +3.6% | 0.00% | -33.3% |
| Q4 2021 | $1,736,000 | +120.3% | 7,917 | +98.4% | 0.01% | +100.0% |
| Q3 2021 | $788,000 | +964.9% | 3,990 | +398.8% | 0.00% | – |
| Q2 2016 | $74,000 | -17.8% | 800 | -20.0% | 0.00% | -100.0% |
| Q1 2015 | $90,000 | +13.9% | 1,000 | +11.1% | 0.00% | 0.0% |
| Q3 2014 | $79,000 | +887.5% | 900 | +827.8% | 0.00% | – |
| Q2 2014 | $8,000 | +700.0% | 97 | +506.2% | 0.00% | – |
| Q1 2014 | $1,000 | -87.5% | 16 | -83.0% | 0.00% | – |
| Q4 2013 | $8,000 | – | 94 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 217,703 | $45,396,000 | 23.33% |
| Legacy Advisors, LLC | 357,667 | $74,581,000 | 14.48% |
| Altus Wealth Management, LLC | 99,252 | $20,696,000 | 14.25% |
| Meristem Family Wealth, LLC | 580,869 | $121,123,000 | 13.09% |
| Relative Value Partners Group, LLC | 468,218 | $97,633,000 | 6.78% |
| Oakworth Capital, Inc. | 354,757 | $73,974,000 | 6.37% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 43,671 | $9,106,000 | 5.40% |
| Portfolio Strategies, Inc. | 128,888 | $26,895,000 | 5.02% |
| IEQ CAPITAL, LLC | 1,011,266 | $210,869,000 | 5.02% |
| Waypoint Capital Advisors, LLC | 37,823 | $7,888,000 | 4.64% |