ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 291 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.24 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $114,000 | -72.9% | 659 | -77.4% | 0.03% | -74.3% |
| Q4 2019 | $420,000 | +9.7% | 2,915 | 0.0% | 0.11% | -0.9% |
| Q3 2019 | $383,000 | +1.3% | 2,915 | 0.0% | 0.11% | +0.9% |
| Q2 2019 | $378,000 | +3.6% | 2,915 | 0.0% | 0.11% | +0.9% |
| Q1 2019 | $365,000 | +12.0% | 2,915 | -0.3% | 0.11% | +30.1% |
| Q4 2018 | $326,000 | -14.0% | 2,923 | +0.0% | 0.08% | -26.5% |
| Q3 2018 | $379,000 | +6.8% | 2,922 | -1.7% | 0.11% | -29.4% |
| Q2 2018 | $355,000 | +2.9% | 2,974 | 0.0% | 0.16% | -9.6% |
| Q1 2018 | $345,000 | -2.3% | 2,974 | 0.0% | 0.18% | -11.9% |
| Q4 2017 | $353,000 | – | 2,974 | – | 0.20% | – |
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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% |