ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 267 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 1.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2020 | $210,000 | -7.5% | 1,349 | -14.5% | 0.07% | -13.9% |
Q4 2019 | $227,000 | +1.3% | 1,578 | -7.2% | 0.08% | -2.5% |
Q3 2019 | $224,000 | +1.8% | 1,700 | 0.0% | 0.08% | -1.2% |
Q2 2019 | $220,000 | +3.3% | 1,700 | 0.0% | 0.08% | +5.1% |
Q1 2019 | $213,000 | +12.1% | 1,700 | 0.0% | 0.08% | -7.1% |
Q4 2018 | $190,000 | -43.8% | 1,700 | -34.9% | 0.08% | -37.3% |
Q3 2018 | $338,000 | +14.6% | 2,610 | +5.9% | 0.13% | +8.1% |
Q2 2018 | $295,000 | -5.1% | 2,465 | -8.0% | 0.12% | -1.6% |
Q1 2018 | $311,000 | -14.8% | 2,679 | -13.0% | 0.13% | -3.1% |
Q4 2017 | $365,000 | -7.4% | 3,079 | -13.0% | 0.13% | -33.3% |
Q3 2017 | $394,000 | +7.4% | 3,541 | +3.2% | 0.20% | +13.4% |
Q2 2017 | $367,000 | – | 3,431 | – | 0.17% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Meristem Family Wealth, LLC | 953,354 | $99,816,000 | 39.54% |
MML INVESTORS SERVICES, LLC | 15,947,248 | $1,405,039,000 | 28.21% |
Pictet North America Advisors SA | 666,247 | $69,756,000 | 11.64% |
Oakworth Capital, Inc. | 261,383 | $27,366,000 | 7.92% |
SCS Capital Management LLC | 1,668,980 | $174,742,000 | 6.22% |
Relative Value Partners Group, LLC | 454,889 | $47,777,000 | 5.81% |
BARING ASSET MANAGEMENT Ltd | 786,182 | $82,573,000 | 5.77% |
Wechter Feldman Wealth Management, Inc. | 64,071 | $6,708,000 | 4.61% |
Svenska Handelsbanken AB (publ) | 32,850 | $3,439,000 | 4.61% |
Patriot Wealth Management, Inc. | 235,547 | $24,662,000 | 3.94% |