ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 303 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 15.39 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 ↓ |
|---|---|---|---|
| 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% |