ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 244 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.33 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $45,000 | +164.7% | 417 | +155.8% | 0.01% | +100.0% |
| Q1 2017 | $17,000 | -72.6% | 163 | -74.0% | 0.01% | -66.7% |
| Q4 2016 | $62,000 | +29.2% | 628 | +24.4% | 0.02% | +25.0% |
| Q3 2016 | $48,000 | -15.8% | 505 | -17.6% | 0.01% | -20.0% |
| Q2 2016 | $57,000 | -31.3% | 613 | -32.9% | 0.02% | -37.5% |
| Q1 2016 | $83,000 | -49.1% | 913 | -48.8% | 0.02% | -51.0% |
| Q4 2015 | $163,000 | +7.2% | 1,784 | -0.6% | 0.05% | +2.1% |
| Q3 2015 | $152,000 | -27.6% | 1,794 | -22.4% | 0.05% | -17.2% |
| Q2 2015 | $210,000 | +6.1% | 2,313 | +5.3% | 0.06% | +5.5% |
| Q1 2015 | $198,000 | -8.8% | 2,196 | -8.1% | 0.06% | +25.0% |
| Q4 2014 | $217,000 | -2.3% | 2,389 | -4.9% | 0.04% | +4.8% |
| Q3 2014 | $222,000 | +3.7% | 2,513 | +1.4% | 0.04% | +5.0% |
| Q2 2014 | $214,000 | +8.6% | 2,479 | +4.4% | 0.04% | 0.0% |
| Q1 2014 | $197,000 | -0.5% | 2,374 | -1.3% | 0.04% | +42.9% |
| Q4 2013 | $198,000 | +5.9% | 2,406 | -4.0% | 0.03% | -3.4% |
| Q3 2013 | $187,000 | -10.1% | 2,505 | -13.4% | 0.03% | -17.1% |
| Q2 2013 | $208,000 | – | 2,892 | – | 0.04% | – |
Download | ||||||
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% |