ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 489 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.55 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $200,000 | -27.5% | 961 | -56.4% | 0.00% | -66.7% |
| Q1 2019 | $276,000 | -52.6% | 2,203 | -57.8% | 0.01% | -60.0% |
| Q4 2018 | $582,000 | +506.2% | 5,219 | +608.1% | 0.03% | +650.0% |
| Q3 2018 | $96,000 | -1.0% | 737 | -11.9% | 0.00% | 0.0% |
| Q1 2018 | $97,000 | -2.0% | 837 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $99,000 | -90.4% | 837 | -92.8% | 0.00% | -98.3% |
| Q3 2014 | $1,028,000 | +384.9% | 11,658 | +375.6% | 0.24% | +239.4% |
| Q2 2014 | $212,000 | – | 2,451 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Altus Wealth Management, LLC | 100,376 | $18,774,250 | 15.53% |
| First Pacific Financial | 128,347 | $24,006,044 | 11.11% |
| Financial Services Advisory Inc | 53,026 | $9,917,983 | 6.50% |
| VitalStone Financial, LLC | 33,121 | $7,262 | 5.98% |
| Conversant Capital LLC | 275,000 | $23,347,500 | 5.96% |
| Relative Value Partners Group, LLC | 834,924 | $156,164,158 | 5.33% |
| Oakworth Capital, Inc. | 291,616 | $54,543,850 | 4.88% |
| Polianta Ltd | 48,600 | $9,090 | 4.16% |
| Objective Capital Management, LLC | 24,146 | $4,516,288 | 4.12% |
| IEQ CAPITAL, LLC | 941,746 | $176,144,230 | 4.08% |