ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 235 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.13 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $483,933 | +6.8% | 1,831 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $453,007 | +10.8% | 1,831 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $409,026 | +2.0% | 1,831 | -8.4% | 0.01% | -9.1% |
| Q3 2023 | $400,877 | -3.1% | 1,998 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $413,705 | +10.7% | 1,998 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $373,705 | +9.7% | 1,998 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $340,797 | +4.9% | 1,998 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $325,000 | +8.3% | 1,998 | +15.0% | 0.01% | +9.1% |
| Q2 2022 | $300,000 | -8.3% | 1,737 | +10.6% | 0.01% | 0.0% |
| Q1 2022 | $327,000 | -4.9% | 1,570 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $344,000 | +11.0% | 1,570 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $310,000 | +0.6% | 1,570 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $308,000 | +9.2% | 1,570 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $282,000 | +4.8% | 1,570 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $269,000 | +10.2% | 1,570 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $244,000 | +8.9% | 1,570 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $224,000 | -0.9% | 1,570 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $226,000 | +9.7% | 1,570 | 0.0% | 0.01% | +8.3% |
| Q3 2019 | $206,000 | -2.4% | 1,570 | -3.7% | 0.01% | -7.7% |
| Q2 2019 | $211,000 | +3.4% | 1,631 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $204,000 | -3.3% | 1,631 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $211,000 | -1.9% | 1,631 | -31.1% | 0.01% | -43.5% |
| Q4 2014 | $215,000 | -3.6% | 2,366 | -39.9% | 0.02% | -41.0% |
| Q4 2010 | $223,000 | +10.4% | 3,936 | 0.0% | 0.04% | 0.0% |
| Q4 2009 | $202,000 | – | 3,936 | – | 0.04% | – |
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% |