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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $861,949 | +12.3% | 4,296 | +15.9% | 0.11% | +17.9% |
| Q2 2023 | $767,778 | +9.6% | 3,708 | -1.0% | 0.10% | 0.0% |
| Q1 2023 | $700,839 | +91.4% | 3,747 | +74.5% | 0.10% | +72.7% |
| Q4 2022 | $366,214 | -25.4% | 2,147 | -28.9% | 0.06% | -32.9% |
| Q3 2022 | $491,000 | +0.4% | 3,021 | +6.5% | 0.08% | +3.8% |
| Q2 2022 | $489,000 | +1.5% | 2,836 | +22.7% | 0.08% | +14.5% |
| Q1 2022 | $482,000 | +11.6% | 2,311 | +17.3% | 0.07% | -2.8% |
| Q4 2021 | $432,000 | +26.3% | 1,971 | +13.9% | 0.07% | -11.2% |
| Q3 2021 | $342,000 | +62.1% | 1,731 | +60.9% | 0.08% | +63.3% |
| Q2 2021 | $211,000 | -68.1% | 1,076 | -76.6% | 0.05% | -80.2% |
| Q4 2019 | $662,000 | +17.0% | 4,597 | +6.8% | 0.25% | +4.2% |
| Q3 2019 | $566,000 | +3.5% | 4,305 | +2.0% | 0.24% | +1.7% |
| Q2 2019 | $547,000 | +41.0% | 4,220 | +36.1% | 0.23% | +33.1% |
| Q1 2019 | $388,000 | +19.0% | 3,100 | +6.2% | 0.18% | -1.1% |
| Q4 2018 | $326,000 | – | 2,920 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rehmann Capital Advisory Group | 3,844,608 | $322,537,548,000 | 39.02% |
| Meristem Family Wealth, LLC | 689,631 | $90,680,000 | 24.49% |
| EVOKE WEALTH, LLC | 579,040 | $76,138,027,000 | 9.37% |
| Pictet North America Advisors SA | 393,736 | $51,772,000 | 7.08% |
| Oakworth Capital, Inc. | 273,198 | $35,923,000 | 6.97% |
| Relative Value Partners Group, LLC | 455,764 | $59,928,000 | 6.05% |
| SCS Capital Management LLC | 1,063,423 | $139,829,000 | 4.63% |
| Darwin Wealth Management, LLC | 105,712 | $13,900,000 | 4.11% |
| GenWealth Group, Inc. | 72,110 | $9,481,000 | 3.94% |
| BARINGS LLC | 2,445,164 | $321,514,000 | 3.66% |