ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 195 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 1.47 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $355,000 | -56.7% | 3,322 | -57.5% | 0.01% | -56.5% |
| Q1 2017 | $819,000 | +81.6% | 7,820 | +72.2% | 0.02% | +109.1% |
| Q4 2016 | $451,000 | -44.5% | 4,541 | -46.4% | 0.01% | -42.1% |
| Q3 2016 | $813,000 | +80.7% | 8,473 | +74.8% | 0.02% | +111.1% |
| Q2 2016 | $450,000 | -45.0% | 4,846 | -45.9% | 0.01% | -60.9% |
| Q1 2016 | $818,000 | -17.7% | 8,956 | -17.8% | 0.02% | +35.3% |
| Q4 2015 | $994,000 | +1.6% | 10,900 | -5.5% | 0.02% | +6.2% |
| Q3 2015 | $978,000 | +370.2% | 11,534 | +403.0% | 0.02% | +300.0% |
| Q2 2015 | $208,000 | -83.1% | 2,293 | -83.2% | 0.00% | -84.0% |
| Q1 2015 | $1,234,000 | +238.1% | 13,669 | +240.2% | 0.02% | +316.7% |
| Q4 2014 | $365,000 | -58.7% | 4,018 | -59.9% | 0.01% | -64.7% |
| Q3 2014 | $883,000 | +49.9% | 10,013 | +47.1% | 0.02% | +88.9% |
| Q2 2014 | $589,000 | -1.7% | 6,806 | -6.0% | 0.01% | +28.6% |
| Q1 2014 | $599,000 | +87.8% | 7,239 | +86.8% | 0.01% | +75.0% |
| Q4 2013 | $319,000 | -81.6% | 3,876 | -83.2% | 0.00% | -81.8% |
| Q3 2013 | $1,730,000 | – | 23,110 | – | 0.02% | – |
Download | ||||||
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% |