ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 386 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $355,000 | +0.9% | 1,796 | 0.0% | 0.04% | +2.6% |
| Q2 2021 | $352,000 | +9.0% | 1,796 | 0.0% | 0.04% | -18.8% |
| Q1 2021 | $323,000 | +4.9% | 1,796 | 0.0% | 0.05% | -12.7% |
| Q4 2020 | $308,000 | +16.7% | 1,796 | +5.9% | 0.06% | 0.0% |
| Q3 2020 | $264,000 | +1.1% | 1,696 | 0.0% | 0.06% | -1.8% |
| Q2 2020 | $261,000 | +18.1% | 1,696 | 0.0% | 0.06% | -5.1% |
| Q1 2020 | $221,000 | -13.7% | 1,696 | +0.1% | 0.06% | -1.7% |
| Q4 2019 | $256,000 | – | 1,694 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 851,568 | $91,033,000 | 37.40% |
| Pictet North America Advisors SA | 686,574 | $73,395,000 | 12.19% |
| Oakworth Capital, Inc. | 272,953 | $29,178,000 | 7.99% |
| Cerity Partners LLC | 1,095,103 | $93,797,000 | 7.86% |
| Wechter Feldman Wealth Management, Inc. | 67,713 | $7,238,000 | 5.80% |
| Relative Value Partners Group, LLC | 452,066 | $48,326,000 | 5.67% |
| BARING ASSET MANAGEMENT Ltd | 770,782 | $82,281,000 | 5.35% |
| Svenska Handelsbanken AB (publ) | 32,850 | $3,512,000 | 5.30% |
| GenWealth Group, Inc. | 73,561 | $7,863,000 | 5.29% |
| SCS Capital Management LLC | 1,522,149 | $162,718,000 | 4.40% |