ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 300 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.72 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $2,853,000 | 0.0% | 22,011 | 0.0% | 0.12% | 0.0% |
| Q3 2018 | $2,853,000 | +41.8% | 22,011 | +30.9% | 0.12% | +30.2% |
| Q2 2018 | $2,012,000 | +1.4% | 16,821 | -1.6% | 0.10% | -17.2% |
| Q1 2018 | $1,984,000 | +0.4% | 17,103 | +2.6% | 0.12% | -10.8% |
| Q4 2017 | $1,977,000 | +9.3% | 16,664 | +2.5% | 0.13% | -6.5% |
| Q3 2017 | $1,809,000 | +3.4% | 16,252 | -0.6% | 0.14% | -12.0% |
| Q2 2017 | $1,749,000 | +0.1% | 16,357 | -2.1% | 0.16% | -18.1% |
| Q1 2017 | $1,748,000 | +2.3% | 16,700 | -3.0% | 0.19% | -15.7% |
| Q4 2016 | $1,709,000 | – | 17,208 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 953,354 | $99,816,000 | 39.54% |
| MML INVESTORS SERVICES, LLC | 15,947,248 | $1,405,039,000 | 28.21% |
| Pictet North America Advisors SA | 666,247 | $69,756,000 | 11.64% |
| Oakworth Capital, Inc. | 261,383 | $27,366,000 | 7.92% |
| SCS Capital Management LLC | 1,668,980 | $174,742,000 | 6.22% |
| Relative Value Partners Group, LLC | 454,889 | $47,777,000 | 5.81% |
| BARING ASSET MANAGEMENT Ltd | 786,182 | $82,573,000 | 5.77% |
| Wechter Feldman Wealth Management, Inc. | 64,071 | $6,708,000 | 4.61% |
| Svenska Handelsbanken AB (publ) | 32,850 | $3,439,000 | 4.61% |
| Patriot Wealth Management, Inc. | 235,547 | $24,662,000 | 3.94% |