ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 427 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 6.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,381 | -2.1% | 1,443 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $298,788 | +10.7% | 1,443 | 0.0% | 0.04% | -4.8% |
| Q1 2023 | $269,899 | +9.7% | 1,443 | 0.0% | 0.04% | +10.5% |
| Q4 2022 | $246,133 | +5.2% | 1,443 | 0.0% | 0.04% | -2.6% |
| Q3 2022 | $234,000 | -6.0% | 1,443 | 0.0% | 0.04% | +2.6% |
| Q2 2022 | $249,000 | -17.3% | 1,443 | 0.0% | 0.04% | -9.5% |
| Q1 2022 | $301,000 | -4.7% | 1,443 | 0.0% | 0.04% | -6.7% |
| Q4 2021 | $316,000 | +10.9% | 1,443 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $285,000 | +0.7% | 1,443 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $283,000 | +9.3% | 1,443 | 0.0% | 0.04% | +2.3% |
| Q1 2021 | $259,000 | +4.4% | 1,443 | 0.0% | 0.04% | -4.3% |
| Q4 2020 | $248,000 | +10.2% | 1,443 | 0.0% | 0.05% | -8.0% |
| Q3 2020 | $225,000 | -6.6% | 1,443 | -14.8% | 0.05% | -10.7% |
| Q2 2020 | $241,000 | +19.9% | 1,693 | 0.0% | 0.06% | +3.7% |
| Q1 2020 | $201,000 | -17.6% | 1,693 | 0.0% | 0.05% | +5.9% |
| Q4 2019 | $244,000 | +6.6% | 1,693 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $229,000 | -16.1% | 1,693 | -19.7% | 0.05% | -20.3% |
| Q2 2019 | $273,000 | +3.4% | 2,108 | 0.0% | 0.06% | -1.5% |
| Q1 2019 | $264,000 | +4.8% | 2,108 | -6.6% | 0.06% | -12.2% |
| Q4 2018 | $252,000 | – | 2,258 | – | 0.07% | – |
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% |