ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 735 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 1.86 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $74,000 | +1.4% | 373 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $73,000 | +9.0% | 373 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $67,000 | +4.7% | 373 | 0.0% | 0.02% | -9.5% |
| Q4 2020 | $64,000 | +10.3% | 373 | 0.0% | 0.02% | -8.7% |
| Q3 2020 | $58,000 | +9.4% | 373 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $53,000 | +20.5% | 373 | 0.0% | 0.02% | +4.5% |
| Q1 2020 | $44,000 | -18.5% | 373 | 0.0% | 0.02% | +37.5% |
| Q4 2019 | $54,000 | +10.2% | 373 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $49,000 | +2.1% | 373 | 0.0% | 0.02% | +14.3% |
| Q2 2019 | $48,000 | +2.1% | 373 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $47,000 | +11.9% | 373 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $42,000 | – | 373 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 1,064,550 | $92,116,000 | 38.62% |
| Pictet North America Advisors SA | 808,102 | $69,925,000 | 18.02% |
| Covenant Multifamily Offices, LLC | 167,082 | $14,458,000 | 13.39% |
| Oakworth Capital, Inc. | 224,843 | $19,456,000 | 11.83% |
| SIGNATUREFD, LLC | 321,312 | $27,803,000 | 9.68% |
| GM Advisory Group, LLC | 119,504 | $10,341,000 | 8.97% |
| Relative Value Partners, LLC | 808,423 | $69,953,000 | 8.80% |
| VICUS CAPITAL | 290,065 | $25,099,000 | 8.09% |
| New Harbor Financial Group, LLC | 74,825 | $6,475,000 | 6.93% |
| Sand Hill Global Advisors, LLC | 392,075 | $33,926,000 | 6.39% |