ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 507 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.12 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $329,652 | -3.1% | 1,643 | 0.0% | 0.04% | +2.4% |
Q2 2023 | $340,200 | -92.6% | 1,643 | -96.9% | 0.04% | -93.1% |
Q1 2023 | $4,589,540 | +1537.7% | 53,194 | +3137.6% | 0.60% | +1451.3% |
Q4 2022 | $280,247 | +5.0% | 1,643 | 0.0% | 0.04% | -4.9% |
Q3 2022 | $267,000 | -5.7% | 1,643 | 0.0% | 0.04% | 0.0% |
Q2 2022 | $283,000 | -17.5% | 1,643 | 0.0% | 0.04% | -6.8% |
Q1 2022 | $343,000 | – | 1,643 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meristem Family Wealth, LLC | 938,527 | $90,033,000 | 37.79% |
Covenant Multifamily Offices, LLC | 218,790 | $20,988,000 | 19.99% |
MML INVESTORS SERVICES, LLC | 143,443 | $13,760,000 | 15.82% |
Pictet North America Advisors SA | 617,317 | $59,219,000 | 14.12% |
Oakworth Capital, Inc. | 247,963 | $23,787,000 | 8.24% |
SCS Capital Management LLC | 2,013,465 | $193,152,000 | 7.62% |
Relative Value Partners Group, LLC | 591,864 | $56,778,000 | 7.34% |
Wharton Business Group, LLC | 521,767 | $50,053,000 | 6.17% |
Berkshire Money Management, Inc. | 170,510 | $16,357,000 | 5.02% |
Patriot Wealth Management, Inc. | 230,603 | $22,122,000 | 4.27% |