ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 300 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.72 and the average weighting 0.5%.
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% | – |
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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% |