ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 427 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 6.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $334,609 | +5.9% | 1,616 | -16.9% | 0.01% | -18.2% |
| Q3 2022 | $316,000 | +1.6% | 1,944 | +7.8% | 0.01% | -21.4% |
| Q2 2022 | $311,000 | +28.5% | 1,803 | +45.9% | 0.01% | -30.0% |
| Q2 2021 | $242,000 | -25.5% | 1,236 | -31.7% | 0.02% | -33.3% |
| Q1 2021 | $325,000 | -12.6% | 1,810 | -16.5% | 0.03% | -23.1% |
| Q4 2020 | $372,000 | -83.8% | 2,168 | -85.3% | 0.04% | -73.6% |
| Q3 2020 | $2,295,000 | +264.3% | 14,737 | +233.0% | 0.15% | +236.4% |
| Q2 2020 | $630,000 | +107.9% | 4,426 | +73.4% | 0.04% | +100.0% |
| Q1 2020 | $303,000 | +30.6% | 2,552 | +58.8% | 0.02% | +57.1% |
| Q4 2019 | $232,000 | – | 1,607 | – | 0.01% | – |
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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% |