ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 255 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36 | -90.7% | 182 | -91.2% | 0.00% | – |
| Q1 2023 | $387 | +0.5% | 2,070 | -8.4% | 0.00% | – |
| Q4 2022 | $385 | -99.8% | 2,261 | +63.6% | 0.00% | – |
| Q3 2022 | $224,000 | +21.7% | 1,382 | +29.2% | 0.00% | – |
| Q2 2022 | $184,000 | +52.1% | 1,070 | +83.8% | 0.00% | – |
| Q1 2022 | $121,000 | +426.1% | 582 | +438.9% | 0.00% | – |
| Q4 2021 | $23,000 | -95.0% | 108 | -96.6% | 0.00% | -100.0% |
| Q4 2019 | $459,000 | +1211.4% | 3,190 | +1081.5% | 0.00% | – |
| Q3 2019 | $35,000 | -92.5% | 270 | -94.4% | 0.00% | -100.0% |
| Q3 2016 | $466,000 | +194.9% | 4,861 | +184.9% | 0.03% | +190.9% |
| Q2 2016 | $158,000 | +45.0% | 1,706 | +42.5% | 0.01% | +22.2% |
| Q1 2016 | $109,000 | -67.1% | 1,197 | -69.4% | 0.01% | -62.5% |
| Q3 2015 | $331,000 | +156.6% | 3,916 | +174.6% | 0.02% | +118.2% |
| Q2 2015 | $129,000 | +1072.7% | 1,426 | +1031.7% | 0.01% | +1000.0% |
| Q1 2015 | $11,000 | -87.2% | 126 | -86.8% | 0.00% | -90.0% |
| Q4 2014 | $86,000 | – | 951 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 851,568 | $91,033,000 | 37.40% |
| Pictet North America Advisors SA | 686,574 | $73,395,000 | 12.19% |
| Oakworth Capital, Inc. | 272,953 | $29,178,000 | 7.99% |
| Cerity Partners LLC | 1,095,103 | $93,797,000 | 7.86% |
| Wechter Feldman Wealth Management, Inc. | 67,713 | $7,238,000 | 5.80% |
| Relative Value Partners Group, LLC | 452,066 | $48,326,000 | 5.67% |
| BARING ASSET MANAGEMENT Ltd | 770,782 | $82,281,000 | 5.35% |
| Svenska Handelsbanken AB (publ) | 32,850 | $3,512,000 | 5.30% |
| GenWealth Group, Inc. | 73,561 | $7,863,000 | 5.29% |
| SCS Capital Management LLC | 1,522,149 | $162,718,000 | 4.40% |