ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 427 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.50 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $167,038 | +6.8% | 632 | 0.0% | 0.02% | -3.8% |
Q1 2024 | $156,364 | +10.8% | 632 | 0.0% | 0.03% | +4.0% |
Q4 2023 | $141,183 | +11.3% | 632 | 0.0% | 0.02% | 0.0% |
Q3 2023 | $126,805 | -3.1% | 632 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $130,862 | +10.7% | 632 | 0.0% | 0.02% | +4.2% |
Q1 2023 | $118,210 | +9.7% | 632 | 0.0% | 0.02% | -4.0% |
Q4 2022 | $107,800 | +4.7% | 632 | 0.0% | 0.02% | -7.4% |
Q3 2022 | $103,000 | -5.5% | 632 | 0.0% | 0.03% | -3.6% |
Q2 2022 | $109,000 | -17.4% | 632 | 0.0% | 0.03% | -9.7% |
Q1 2022 | $132,000 | -4.3% | 632 | 0.0% | 0.03% | -6.1% |
Q4 2021 | $138,000 | +10.4% | 632 | 0.0% | 0.03% | -2.9% |
Q3 2021 | $125,000 | +0.8% | 632 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $124,000 | +8.8% | 632 | 0.0% | 0.03% | -2.9% |
Q1 2021 | $114,000 | +5.6% | 632 | 0.0% | 0.04% | -5.4% |
Q4 2020 | $108,000 | +10.2% | 632 | 0.0% | 0.04% | -5.1% |
Q3 2020 | $98,000 | +8.9% | 632 | 0.0% | 0.04% | +2.6% |
Q2 2020 | $90,000 | +20.0% | 632 | 0.0% | 0.04% | +2.7% |
Q1 2020 | $75,000 | – | 632 | – | 0.04% | – |
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% |