ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 262 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.57 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $36,000 | 0.0% | 290 | -10.2% | 0.00% | 0.0% |
| Q4 2018 | $36,000 | -14.3% | 323 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $42,000 | +7.7% | 323 | 0.0% | 0.00% | -25.0% |
| Q2 2018 | $39,000 | +5.4% | 323 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $37,000 | -2.6% | 323 | 0.0% | 0.00% | -25.0% |
| Q4 2017 | $38,000 | +5.6% | 323 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $36,000 | +2.9% | 323 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $35,000 | +52.2% | 323 | +44.8% | 0.00% | +33.3% |
| Q1 2017 | $23,000 | +4.5% | 223 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $22,000 | +633.3% | 223 | +519.4% | 0.00% | – |
| Q3 2016 | $3,000 | -93.6% | 36 | -92.9% | 0.00% | -100.0% |
| Q2 2016 | $47,000 | 0.0% | 510 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $47,000 | +2.2% | 510 | 0.0% | 0.01% | -11.1% |
| Q4 2015 | $46,000 | – | 510 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 938,527 | $90,033,000 | 37.79% |
| Covenant Multifamily Offices, LLC | 218,790 | $20,988,000 | 19.99% |
| MML INVESTORS SERVICES, LLC | 143,443 | $13,760,000 | 15.82% |
| Pictet North America Advisors SA | 617,317 | $59,219,000 | 14.12% |
| Oakworth Capital, Inc. | 247,963 | $23,787,000 | 8.24% |
| SCS Capital Management LLC | 2,013,465 | $193,152,000 | 7.62% |
| Relative Value Partners Group, LLC | 591,864 | $56,778,000 | 7.34% |
| Wharton Business Group, LLC | 521,767 | $50,053,000 | 6.17% |
| Berkshire Money Management, Inc. | 170,510 | $16,357,000 | 5.02% |
| Patriot Wealth Management, Inc. | 230,603 | $22,122,000 | 4.27% |