ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,170,936 | +92.2% | 5,836 | +98.3% | 0.08% | 0.0% |
| Q2 2023 | $609,378 | -45.1% | 2,943 | -50.0% | 0.08% | +4.2% |
| Q1 2023 | $1,110,188 | +117.5% | 5,886 | +96.7% | 0.07% | +5.9% |
| Q4 2022 | $510,345 | -4.4% | 2,992 | -1.0% | 0.07% | -1.4% |
| Q3 2022 | $534,000 | -10.1% | 3,021 | -2.4% | 0.07% | -6.8% |
| Q2 2022 | $594,000 | -3.3% | 3,094 | -9.6% | 0.07% | -8.6% |
| Q1 2022 | $614,000 | -22.1% | 3,424 | -4.7% | 0.08% | -8.0% |
| Q4 2021 | $788,000 | +2.9% | 3,594 | -1.6% | 0.09% | +1.1% |
| Q3 2021 | $766,000 | +30.5% | 3,654 | +25.4% | 0.09% | +27.9% |
| Q2 2021 | $587,000 | +72.6% | 2,914 | +62.5% | 0.07% | +65.9% |
| Q1 2021 | $340,000 | +5.6% | 1,793 | 0.0% | 0.04% | -2.4% |
| Q4 2020 | $322,000 | +38.8% | 1,793 | +20.6% | 0.04% | +20.0% |
| Q3 2020 | $232,000 | – | 1,487 | – | 0.04% | – |
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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% |