ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 427 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $330,000 | -22.5% | 1,912 | -6.4% | 0.16% | -19.1% |
| Q1 2022 | $426,000 | -4.7% | 2,042 | 0.0% | 0.20% | -2.9% |
| Q4 2021 | $447,000 | +10.9% | 2,042 | 0.0% | 0.21% | +12.9% |
| Q3 2021 | $403,000 | -3.1% | 2,042 | -3.7% | 0.19% | -1.6% |
| Q2 2021 | $416,000 | +0.2% | 2,120 | -8.2% | 0.19% | -6.4% |
| Q1 2021 | $415,000 | +4.8% | 2,310 | 0.0% | 0.20% | -1.5% |
| Q4 2020 | $396,000 | +8.2% | 2,310 | -1.7% | 0.20% | -3.3% |
| Q3 2020 | $366,000 | +9.3% | 2,350 | 0.0% | 0.21% | +4.4% |
| Q2 2020 | $335,000 | +56.5% | 2,350 | +30.6% | 0.20% | +2.0% |
| Q1 2020 | $214,000 | – | 1,800 | – | 0.20% | – |
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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% |