ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 388 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $53,592 | +76.9% | 203 | +66.4% | 0.01% | +83.3% |
Q1 2024 | $30,302 | +11.1% | 122 | 0.0% | 0.01% | -14.3% |
Q4 2023 | $27,278 | +12.1% | 122 | +0.8% | 0.01% | +16.7% |
Q3 2023 | $24,337 | -3.1% | 121 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $25,116 | +11.0% | 121 | +0.8% | 0.01% | 0.0% |
Q1 2023 | $22,621 | +10.1% | 120 | -0.8% | 0.01% | +20.0% |
Q4 2022 | $20,555 | +2.8% | 121 | +0.8% | 0.01% | 0.0% |
Q3 2022 | $20,000 | -4.8% | 120 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $21,000 | -16.0% | 120 | +0.8% | 0.01% | -16.7% |
Q1 2022 | $25,000 | -3.8% | 119 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $26,000 | +13.0% | 119 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $23,000 | 0.0% | 119 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $23,000 | +9.5% | 119 | -94.2% | 0.01% | 0.0% |
Q1 2021 | $21,000 | +5.0% | 2,046 | +1648.7% | 0.01% | -14.3% |
Q4 2020 | $20,000 | +11.1% | 117 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $18,000 | +5.9% | 117 | +0.9% | 0.01% | 0.0% |
Q2 2020 | $17,000 | +21.4% | 116 | 0.0% | 0.01% | +16.7% |
Q1 2020 | $14,000 | -74.1% | 116 | -69.1% | 0.01% | -73.9% |
Q4 2019 | $54,000 | – | 375 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meristem Family Wealth, LLC | 585,357 | $83,367,000 | 22.87% |
Legacy Advisors, LLC | 118,580 | $16,888,000 | 13.41% |
Altus Wealth Management, LLC | 84,156 | $11,986,000 | 13.35% |
IEQ CAPITAL, LLC | 970,334 | $138,195,000 | 8.97% |
EVOKE WEALTH, LLC | 530,158 | $75,505,000 | 7.32% |
Oakworth Capital, Inc. | 277,764 | $39,559,000 | 7.11% |
Relative Value Partners Group, LLC | 437,696 | $62,337,000 | 6.54% |
Financial Services Advisory Inc | 90,144 | $12,838,000 | 6.51% |
Bell Bank | 213,579 | $30,418,000 | 5.65% |
Ascension Capital Advisors, Inc. | 44,749 | $6,373,000 | 5.57% |