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 2023 | $280,674 | -1.4% | 1,377 | +0.2% | 0.15% | +2.8% |
Q2 2023 | $284,568 | +15.1% | 1,374 | +3.9% | 0.14% | +10.9% |
Q1 2023 | $247,316 | -14.6% | 1,322 | -22.1% | 0.13% | -20.0% |
Q4 2022 | $289,628 | -30.4% | 1,698 | -33.7% | 0.16% | -48.1% |
Q3 2022 | $416,000 | -4.4% | 2,562 | +1.6% | 0.31% | +8.5% |
Q2 2022 | $435,000 | -19.4% | 2,522 | -2.7% | 0.28% | -0.4% |
Q1 2022 | $540,000 | -17.1% | 2,592 | -12.8% | 0.28% | -17.4% |
Q4 2021 | $651,000 | +9.0% | 2,973 | -1.6% | 0.34% | -3.9% |
Q3 2021 | $597,000 | -24.5% | 3,022 | -25.0% | 0.36% | -30.0% |
Q2 2021 | $791,000 | +4.2% | 4,029 | -4.6% | 0.51% | -4.3% |
Q1 2021 | $759,000 | -19.3% | 4,223 | -22.9% | 0.54% | -21.6% |
Q4 2020 | $941,000 | +5.8% | 5,480 | -4.0% | 0.68% | -2.7% |
Q3 2020 | $889,000 | +8.3% | 5,706 | -1.0% | 0.70% | +1.2% |
Q2 2020 | $821,000 | +21.1% | 5,765 | +0.8% | 0.70% | -3.2% |
Q1 2020 | $678,000 | -12.4% | 5,720 | +6.5% | 0.72% | +7.2% |
Q4 2019 | $774,000 | +4.9% | 5,370 | -4.3% | 0.67% | -4.0% |
Q3 2019 | $738,000 | +6.6% | 5,611 | +7.1% | 0.70% | +10.1% |
Q2 2019 | $692,000 | +7.8% | 5,239 | +2.2% | 0.63% | +13.6% |
Q1 2019 | $642,000 | +37.5% | 5,128 | +22.4% | 0.56% | +26.8% |
Q4 2018 | $467,000 | -12.4% | 4,189 | +1.8% | 0.44% | +5.5% |
Q3 2018 | $533,000 | +38.8% | 4,114 | +28.1% | 0.42% | +33.7% |
Q2 2018 | $384,000 | +12.0% | 3,211 | +8.6% | 0.31% | +8.7% |
Q1 2018 | $343,000 | -5.5% | 2,958 | -3.3% | 0.29% | -7.7% |
Q4 2017 | $363,000 | – | 3,059 | – | 0.31% | – |
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% |