ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 182 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.85 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $123,000 | -4.7% | 589 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $129,000 | +11.2% | 589 | 0.0% | 0.01% | +10.0% |
| Q3 2021 | $116,000 | 0.0% | 589 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $116,000 | +9.4% | 589 | 0.0% | 0.01% | +10.0% |
| Q1 2021 | $106,000 | +5.0% | 589 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $101,000 | +9.8% | 589 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $92,000 | +9.5% | 589 | 0.0% | 0.01% | -8.3% |
| Q2 2020 | $84,000 | +20.0% | 589 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $70,000 | -17.6% | 589 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $85,000 | +10.4% | 589 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $77,000 | +1.3% | 589 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $76,000 | +2.7% | 589 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $74,000 | +12.1% | 589 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $66,000 | -13.2% | 589 | 0.0% | 0.02% | +7.1% |
| Q3 2018 | $76,000 | +8.6% | 589 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $70,000 | +2.9% | 589 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $68,000 | -2.9% | 589 | 0.0% | 0.01% | -6.7% |
| Q4 2017 | $70,000 | +6.1% | 589 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $66,000 | +4.8% | 589 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $63,000 | +1.6% | 589 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $62,000 | +6.9% | 589 | 0.0% | 0.02% | +7.1% |
| Q4 2016 | $58,000 | +1.8% | 589 | 0.0% | 0.01% | -6.7% |
| Q3 2016 | $57,000 | +3.6% | 589 | 0.0% | 0.02% | +7.1% |
| Q2 2016 | $55,000 | +1.9% | 589 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $54,000 | 0.0% | 589 | 0.0% | 0.01% | +7.7% |
| Q4 2015 | $54,000 | +8.0% | 589 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $50,000 | -7.4% | 589 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $54,000 | -23.9% | 589 | -25.3% | 0.01% | -27.8% |
| Q1 2015 | $71,000 | +31.5% | 789 | +34.0% | 0.02% | +20.0% |
| Q4 2014 | $54,000 | +3.8% | 589 | 0.0% | 0.02% | -6.2% |
| Q3 2014 | $52,000 | +2.0% | 589 | 0.0% | 0.02% | +6.7% |
| Q2 2014 | $51,000 | +4.1% | 589 | 0.0% | 0.02% | -6.2% |
| Q1 2014 | $49,000 | 0.0% | 589 | 0.0% | 0.02% | -5.9% |
| Q4 2013 | $49,000 | +11.4% | 589 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $44,000 | +4.8% | 589 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $42,000 | – | 589 | – | 0.02% | – |
Download | ||||||
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% |
| IEQ CAPITAL, LLC | 1,011,266 | $210,869,000 | 5.02% |
| Portfolio Strategies, Inc. | 128,888 | $26,895,000 | 5.02% |
| Waypoint Capital Advisors, LLC | 37,823 | $7,888,000 | 4.64% |