ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 361 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $96,814 | -67.7% | 364 | -69.9% | 0.00% | -50.0% |
| Q1 2024 | $299,428 | -37.8% | 1,210 | -43.8% | 0.00% | -50.0% |
| Q4 2023 | $481,281 | +529.6% | 2,154 | +465.4% | 0.00% | +300.0% |
| Q3 2023 | $76,444 | -8.2% | 381 | -5.2% | 0.00% | 0.0% |
| Q2 2023 | $83,239 | +7.0% | 402 | -3.4% | 0.00% | 0.0% |
| Q1 2023 | $77,809 | +73.4% | 416 | +58.2% | 0.00% | – |
| Q4 2022 | $44,860 | +4.3% | 263 | 0.0% | 0.00% | -100.0% |
| Q3 2022 | $43,000 | -4.4% | 263 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $45,000 | -11.8% | 263 | +8.2% | 0.00% | 0.0% |
| Q1 2022 | $51,000 | -3.8% | 243 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $53,000 | +10.4% | 243 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $48,000 | 0.0% | 243 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $48,000 | +9.1% | 243 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $44,000 | +109.5% | 243 | +97.6% | 0.00% | 0.0% |
| Q4 2020 | $21,000 | +10.5% | 123 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $19,000 | +5.6% | 123 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | -37.9% | 123 | -49.4% | 0.00% | 0.0% |
| Q1 2020 | $29,000 | +61.1% | 243 | +97.6% | 0.00% | 0.0% |
| Q4 2019 | $18,000 | -73.5% | 123 | -82.7% | 0.00% | -85.7% |
| Q3 2016 | $68,000 | +3.0% | 709 | +0.6% | 0.01% | 0.0% |
| Q2 2016 | $66,000 | +3.1% | 705 | +0.6% | 0.01% | -12.5% |
| Q1 2016 | $64,000 | 0.0% | 701 | +0.4% | 0.01% | -33.3% |
| Q4 2015 | $64,000 | +8.5% | 698 | +1.2% | 0.01% | -42.9% |
| Q3 2015 | $59,000 | -6.3% | 690 | 0.0% | 0.02% | -4.5% |
| Q2 2015 | $63,000 | +1.6% | 690 | +0.4% | 0.02% | -4.3% |
| Q1 2015 | $62,000 | – | 687 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 585,357 | $83,367,000 | 22.87% |
| Legacy Advisors, LLC | 118,580 | $16,888,000 | 13.41% |
| Altus Wealth Management, LLC | 84,156 | $11,986,000 | 13.35% |
| IEQ CAPITAL, LLC | 970,334 | $138,195,000 | 8.97% |
| EVOKE WEALTH, LLC | 530,158 | $75,505,000 | 7.32% |
| Oakworth Capital, Inc. | 277,764 | $39,559,000 | 7.11% |
| Relative Value Partners Group, LLC | 437,696 | $62,337,000 | 6.54% |
| Financial Services Advisory Inc | 90,144 | $12,838,000 | 6.51% |
| Bell Bank | 213,579 | $30,418,000 | 5.65% |
| Ascension Capital Advisors, Inc. | 44,749 | $6,373,000 | 5.57% |