ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 303 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 15.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $101,000 | +4.1% | 777 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $97,000 | +11.5% | 777 | 0.0% | 0.04% | -32.1% |
| Q4 2018 | $87,000 | -13.9% | 777 | 0.0% | 0.05% | -1.9% |
| Q3 2018 | $101,000 | +8.6% | 777 | 0.0% | 0.05% | +3.8% |
| Q2 2018 | $93,000 | +3.3% | 777 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $90,000 | -2.2% | 777 | -0.3% | 0.05% | +2.0% |
| Q4 2017 | $92,000 | +5.7% | 779 | 0.0% | 0.05% | +2.0% |
| Q3 2017 | $87,000 | +4.8% | 779 | 0.0% | 0.05% | -2.0% |
| Q2 2017 | $83,000 | +2.5% | 779 | 0.0% | 0.05% | -3.8% |
| Q1 2017 | $81,000 | +9.5% | 779 | -0.6% | 0.05% | -1.9% |
| Q4 2016 | $74,000 | 0.0% | 784 | 0.0% | 0.05% | 0.0% |
| Q3 2016 | $74,000 | +1.4% | 784 | 0.0% | 0.05% | +5.9% |
| Q2 2016 | $73,000 | – | 784 | – | 0.05% | – |
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% |