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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,000 | -50.0% | 20 | -42.9% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | +25.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | -20.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $5,000 | +25.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | +33.3% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $3,000 | -25.0% | 35 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $4,000 | 0.0% | 35 | 0.0% | 0.00% | -33.3% |
| Q1 2017 | $4,000 | +33.3% | 35 | 0.0% | 0.00% | +50.0% |
| Q4 2016 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $3,000 | -98.6% | 35 | -98.6% | 0.00% | -98.7% |
| Q1 2016 | $222,000 | +0.5% | 2,425 | 0.0% | 0.15% | -9.9% |
| Q4 2015 | $221,000 | – | 2,425 | – | 0.17% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 585,357 | $83,367,000 | 22.87% |
| Legacy Advisors, LLC | 118,580 | $16,888,000 | 13.41% |
| Altus Wealth Management, LLC | 84,156 | $11,986,000 | 13.35% |
| IEQ CAPITAL, LLC | 970,334 | $138,195,000 | 8.97% |
| EVOKE WEALTH, LLC | 530,158 | $75,505,000 | 7.32% |
| Oakworth Capital, Inc. | 277,764 | $39,559,000 | 7.11% |
| Relative Value Partners Group, LLC | 437,696 | $62,337,000 | 6.54% |
| Financial Services Advisory Inc | 90,144 | $12,838,000 | 6.51% |
| Bell Bank | 213,579 | $30,418,000 | 5.65% |
| Ascension Capital Advisors, Inc. | 44,749 | $6,373,000 | 5.57% |