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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $341 | -3.1% | 1,700 | 0.0% | 0.21% | -1.0% |
| Q2 2023 | $352 | +10.7% | 1,700 | 0.0% | 0.21% | +3.0% |
| Q1 2023 | $318 | +9.7% | 1,700 | 0.0% | 0.20% | +6.8% |
| Q4 2022 | $290 | -99.9% | 1,700 | 0.0% | 0.19% | +3.3% |
| Q3 2022 | $276,000 | -5.8% | 1,700 | 0.0% | 0.18% | +0.5% |
| Q2 2022 | $293,000 | -17.2% | 1,700 | 0.0% | 0.18% | -1.6% |
| Q1 2022 | $354,000 | -5.1% | 1,700 | 0.0% | 0.19% | +1.1% |
| Q4 2021 | $373,000 | +11.0% | 1,700 | 0.0% | 0.18% | +3.4% |
| Q3 2021 | $336,000 | +0.6% | 1,700 | 0.0% | 0.18% | +1.7% |
| Q2 2021 | $334,000 | +9.2% | 1,700 | 0.0% | 0.18% | +2.3% |
| Q1 2021 | $306,000 | +4.8% | 1,700 | 0.0% | 0.17% | -1.2% |
| Q4 2020 | $292,000 | +10.2% | 1,700 | 0.0% | 0.17% | -2.3% |
| Q3 2020 | $265,000 | +9.5% | 1,700 | 0.0% | 0.18% | +2.3% |
| Q2 2020 | $242,000 | +19.8% | 1,700 | 0.0% | 0.17% | -1.1% |
| Q1 2020 | $202,000 | -17.6% | 1,700 | 0.0% | 0.18% | +14.4% |
| Q4 2019 | $245,000 | +9.4% | 1,700 | 0.0% | 0.15% | +2.0% |
| Q3 2019 | $224,000 | +1.8% | 1,700 | 0.0% | 0.15% | +3.4% |
| Q2 2019 | $220,000 | +3.3% | 1,700 | 0.0% | 0.14% | -2.7% |
| Q1 2019 | $213,000 | -3.2% | 1,700 | 0.0% | 0.15% | +2.8% |
| Q3 2018 | $220,000 | +8.4% | 1,700 | 0.0% | 0.14% | +3.6% |
| Q2 2018 | $203,000 | +0.5% | 1,700 | 0.0% | 0.14% | -2.8% |
| Q4 2017 | $202,000 | -1.9% | 1,700 | -8.1% | 0.14% | -5.9% |
| Q3 2017 | $206,000 | +1.5% | 1,850 | -2.6% | 0.15% | 0.0% |
| Q2 2017 | $203,000 | -4.2% | 1,900 | -20.8% | 0.15% | -13.6% |
| Q3 2014 | $212,000 | +1.9% | 2,400 | 0.0% | 0.18% | +39.4% |
| Q2 2014 | $208,000 | – | 2,400 | – | 0.13% | – |
Download | ||||||
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% |