ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 548 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $444,024 | +378.6% | 1,680 | +348.0% | 0.00% | – |
| Q1 2024 | $92,778 | +13.2% | 375 | +2.2% | 0.00% | – |
| Q4 2023 | $81,984 | -46.2% | 367 | -51.7% | 0.00% | – |
| Q3 2023 | $152,487 | +1367.6% | 760 | +211.5% | 0.00% | – |
| Q2 2023 | $10,390 | -96.0% | 244 | -82.6% | 0.00% | -100.0% |
| Q1 2023 | $262,791 | +119.0% | 1,405 | +89.6% | 0.00% | 0.0% |
| Q3 2022 | $120,000 | -42.3% | 741 | -38.7% | 0.00% | -50.0% |
| Q2 2022 | $208,000 | +9.5% | 1,208 | +32.9% | 0.00% | 0.0% |
| Q1 2022 | $190,000 | +239.3% | 909 | +255.1% | 0.00% | – |
| Q4 2021 | $56,000 | -98.6% | 256 | -99.1% | 0.00% | -100.0% |
| Q4 2019 | $4,115,000 | – | 28,561 | – | 0.13% | – |
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% |