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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,039,874 | -12.9% | 5,560 | -20.5% | 0.02% | -16.7% |
| Q4 2022 | $1,193,347 | +0.9% | 6,996 | -3.9% | 0.02% | -7.7% |
| Q3 2022 | $1,183,000 | -7.1% | 7,281 | -1.4% | 0.03% | -3.7% |
| Q2 2022 | $1,273,000 | -28.8% | 7,382 | -14.0% | 0.03% | -12.9% |
| Q1 2022 | $1,789,000 | -24.2% | 8,580 | -20.3% | 0.03% | -26.2% |
| Q4 2021 | $2,360,000 | +8.1% | 10,771 | -2.6% | 0.04% | +7.7% |
| Q3 2021 | $2,184,000 | +4.9% | 11,062 | +4.3% | 0.04% | -2.5% |
| Q2 2021 | $2,082,000 | +8.6% | 10,611 | -0.4% | 0.04% | -4.8% |
| Q1 2021 | $1,917,000 | -4.2% | 10,658 | -8.6% | 0.04% | -12.5% |
| Q4 2020 | $2,001,000 | +7.5% | 11,656 | -2.5% | 0.05% | -15.8% |
| Q3 2020 | $1,862,000 | +53.9% | 11,958 | +40.7% | 0.06% | +39.0% |
| Q2 2020 | $1,210,000 | +273.5% | 8,498 | +277.5% | 0.04% | +355.6% |
| Q4 2019 | $324,000 | -7.7% | 2,251 | -15.7% | 0.01% | -30.8% |
| Q3 2019 | $351,000 | +4.5% | 2,670 | +1.6% | 0.01% | 0.0% |
| Q2 2019 | $336,000 | +0.6% | 2,629 | -21.9% | 0.01% | -48.0% |
| Q4 2016 | $334,000 | +8.4% | 3,367 | +4.9% | 0.02% | -10.7% |
| Q3 2016 | $308,000 | +7.7% | 3,209 | +5.1% | 0.03% | -9.7% |
| Q2 2016 | $286,000 | -69.4% | 3,052 | -70.1% | 0.03% | -70.8% |
| Q1 2016 | $934,000 | +304.3% | 10,219 | +278.5% | 0.11% | +324.0% |
| Q4 2015 | $231,000 | -94.5% | 2,700 | -94.1% | 0.02% | -94.4% |
| Q4 2014 | $4,190,000 | +2.1% | 46,070 | -1.0% | 0.44% | +6.0% |
| Q3 2014 | $4,104,000 | -5.5% | 46,548 | -7.2% | 0.42% | -3.0% |
| Q2 2014 | $4,342,000 | +4.5% | 50,174 | -0.0% | 0.43% | +2.4% |
| Q1 2014 | $4,155,000 | +10.9% | 50,179 | +10.3% | 0.42% | +13.4% |
| Q4 2013 | $3,748,000 | +83.6% | 45,509 | +66.8% | 0.37% | +75.9% |
| Q3 2013 | $2,041,000 | – | 27,277 | – | 0.21% | – |
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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% |