ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 394 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 9.79 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,249 | -3.1% | 76 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $15,737 | +10.7% | 76 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $14,215 | +118358.3% | 76 | 0.0% | 0.00% | – |
| Q4 2022 | $12 | -99.9% | 76 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | -7.7% | 76 | 0.0% | 0.00% | – |
| Q2 2022 | $13,000 | -27.8% | 76 | -15.6% | 0.00% | – |
| Q1 2022 | $18,000 | -5.3% | 90 | 0.0% | 0.00% | – |
| Q4 2021 | $19,000 | +11.8% | 90 | 0.0% | 0.00% | – |
| Q3 2021 | $17,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q2 2021 | $17,000 | +6.2% | 90 | 0.0% | 0.00% | – |
| Q1 2021 | $16,000 | +6.7% | 90 | 0.0% | 0.00% | – |
| Q4 2020 | $15,000 | +36.4% | 90 | +18.4% | 0.00% | – |
| Q3 2020 | $11,000 | +10.0% | 76 | 0.0% | 0.00% | – |
| Q2 2020 | $10,000 | – | 76 | – | 0.00% | – |
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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% |
| IEQ CAPITAL, LLC | 1,011,266 | $210,869,000 | 5.02% |
| Portfolio Strategies, Inc. | 128,888 | $26,895,000 | 5.02% |
| Waypoint Capital Advisors, LLC | 37,823 | $7,888,000 | 4.64% |