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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $319,000 | +7.8% | 1,848 | +30.1% | 0.08% | +29.3% |
| Q1 2022 | $296,000 | -13.2% | 1,420 | -8.6% | 0.06% | -9.4% |
| Q4 2021 | $341,000 | +6.6% | 1,554 | -4.1% | 0.06% | -3.0% |
| Q3 2021 | $320,000 | -3.6% | 1,620 | -4.3% | 0.07% | -2.9% |
| Q2 2021 | $332,000 | +10.3% | 1,692 | +1.0% | 0.07% | +4.6% |
| Q1 2021 | $301,000 | -1.6% | 1,675 | -6.1% | 0.06% | -14.5% |
| Q4 2020 | $306,000 | – | 1,784 | +4.8% | 0.08% | – |
| Q3 2020 | $0 | -100.0% | 1,702 | -11.3% | 0.00% | -100.0% |
| Q2 2020 | $273,000 | +9.2% | 1,918 | -9.0% | 0.08% | -10.0% |
| Q1 2020 | $250,000 | -29.8% | 2,107 | -14.6% | 0.09% | -11.8% |
| Q4 2019 | $356,000 | +28.5% | 2,468 | +16.3% | 0.10% | -7.3% |
| Q3 2019 | $277,000 | – | 2,123 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 217,703 | $45,396,000 | 23.33% |
| Legacy Advisors, LLC | 357,667 | $74,581,000 | 14.48% |
| Altus Wealth Management, LLC | 99,252 | $20,696,000 | 14.25% |
| Meristem Family Wealth, LLC | 580,869 | $121,123,000 | 13.09% |
| Relative Value Partners Group, LLC | 468,218 | $97,633,000 | 6.78% |
| Oakworth Capital, Inc. | 354,757 | $73,974,000 | 6.37% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 43,671 | $9,106,000 | 5.40% |
| IEQ CAPITAL, LLC | 1,011,266 | $210,869,000 | 5.02% |
| Portfolio Strategies, Inc. | 128,888 | $26,895,000 | 5.02% |
| Waypoint Capital Advisors, LLC | 37,823 | $7,888,000 | 4.64% |