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 2022 | $390,000 | -19.1% | 2,400 | -14.1% | 0.00% | -50.0% |
| Q2 2022 | $482,000 | -39.1% | 2,795 | -26.3% | 0.00% | -33.3% |
| Q1 2022 | $791,000 | -19.4% | 3,793 | -15.2% | 0.00% | 0.0% |
| Q4 2021 | $981,000 | +57.0% | 4,475 | +41.3% | 0.00% | +50.0% |
| Q3 2021 | $625,000 | +1.1% | 3,168 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $618,000 | +121.5% | 3,150 | +93.7% | 0.00% | +100.0% |
| Q4 2020 | $279,000 | +9.4% | 1,626 | -0.6% | 0.00% | 0.0% |
| Q3 2020 | $255,000 | -62.1% | 1,636 | -65.3% | 0.00% | -66.7% |
| Q2 2020 | $672,000 | +19.4% | 4,715 | -0.7% | 0.00% | 0.0% |
| Q1 2020 | $563,000 | -3.8% | 4,747 | +17.0% | 0.00% | +50.0% |
| Q4 2019 | $585,000 | -25.3% | 4,058 | -42.2% | 0.00% | -50.0% |
| Q4 2018 | $783,000 | – | 7,024 | – | 0.00% | – |
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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% |