ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 453 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.40 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $310,992 | +7.2% | 1,550 | 0.0% | 0.11% | +8.7% |
| Q1 2023 | $290,067 | +9.2% | 1,550 | -0.5% | 0.10% | +4.0% |
| Q4 2022 | $265,748 | -0.1% | 1,558 | 0.0% | 0.10% | -5.7% |
| Q3 2022 | $266,000 | -2.9% | 1,558 | -0.6% | 0.11% | 0.0% |
| Q2 2022 | $274,000 | -16.2% | 1,568 | 0.0% | 0.11% | -4.5% |
| Q1 2022 | $327,000 | -3.5% | 1,568 | 0.0% | 0.11% | -3.5% |
| Q4 2021 | $339,000 | +1.5% | 1,568 | -6.0% | 0.12% | -5.0% |
| Q3 2021 | $334,000 | -5.6% | 1,668 | -4.9% | 0.12% | -4.7% |
| Q2 2021 | $354,000 | +12.4% | 1,754 | 0.0% | 0.13% | +2.4% |
| Q1 2021 | $315,000 | +6.1% | 1,754 | 0.0% | 0.12% | -3.9% |
| Q4 2020 | $297,000 | +10.0% | 1,754 | +1.1% | 0.13% | -3.0% |
| Q3 2020 | $270,000 | -9.7% | 1,735 | -17.3% | 0.13% | -15.3% |
| Q2 2020 | $299,000 | +16.8% | 2,098 | -2.6% | 0.16% | +0.6% |
| Q1 2020 | $256,000 | -18.2% | 2,154 | 0.0% | 0.16% | +3.3% |
| Q4 2019 | $313,000 | +42.9% | 2,154 | +28.7% | 0.15% | +31.3% |
| Q3 2019 | $219,000 | -0.9% | 1,674 | 0.0% | 0.12% | +1.8% |
| Q2 2019 | $221,000 | -0.5% | 1,674 | -5.6% | 0.11% | -2.6% |
| Q1 2019 | $222,000 | +7.2% | 1,773 | 0.0% | 0.12% | 0.0% |
| Q4 2018 | $207,000 | -4.6% | 1,773 | -2.2% | 0.12% | -0.9% |
| Q2 2018 | $217,000 | – | 1,812 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Rehmann Capital Advisory Group | 3,844,608 | $322,537,548,000 | 39.02% |
| Meristem Family Wealth, LLC | 689,631 | $90,680,000 | 24.49% |
| EVOKE WEALTH, LLC | 579,040 | $76,138,027,000 | 9.37% |
| Pictet North America Advisors SA | 393,736 | $51,772,000 | 7.08% |
| Oakworth Capital, Inc. | 273,198 | $35,923,000 | 6.97% |
| Relative Value Partners Group, LLC | 455,764 | $59,928,000 | 6.05% |
| SCS Capital Management LLC | 1,063,423 | $139,829,000 | 4.63% |
| Darwin Wealth Management, LLC | 105,712 | $13,900,000 | 4.11% |
| GenWealth Group, Inc. | 72,110 | $9,481,000 | 3.94% |
| BARINGS LLC | 2,445,164 | $321,514,000 | 3.66% |