ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 361 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $270,852 | +7.0% | 1,025 | +0.2% | 0.02% | -9.1% |
| Q1 2024 | $253,063 | +11.0% | 1,023 | +0.3% | 0.02% | -4.3% |
| Q4 2023 | $227,953 | +13.7% | 1,020 | +2.1% | 0.02% | -8.0% |
| Q3 2023 | $200,447 | -3.1% | 999 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $206,861 | +0.4% | 999 | +0.7% | 0.02% | -7.4% |
| Q1 2022 | $206,000 | -5.5% | 992 | -0.4% | 0.03% | +3.8% |
| Q4 2021 | $218,000 | -20.7% | 996 | -28.5% | 0.03% | -31.6% |
| Q3 2021 | $275,000 | -4.2% | 1,393 | -3.6% | 0.04% | -5.0% |
| Q2 2021 | $287,000 | +10.8% | 1,445 | +0.2% | 0.04% | -7.0% |
| Q1 2021 | $259,000 | +2.8% | 1,442 | -1.8% | 0.04% | -4.4% |
| Q4 2020 | $252,000 | +8.2% | 1,469 | +0.3% | 0.04% | -15.1% |
| Q3 2020 | $233,000 | +12.6% | 1,464 | +0.3% | 0.05% | +6.0% |
| Q2 2020 | $207,000 | +2.0% | 1,460 | +3.5% | 0.05% | -7.4% |
| Q4 2019 | $203,000 | -12.5% | 1,410 | -45.3% | 0.05% | -75.8% |
| Q1 2015 | $232,000 | -2.9% | 2,577 | -1.9% | 0.22% | -19.8% |
| Q4 2014 | $239,000 | – | 2,628 | – | 0.28% | – |
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% |