ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 501 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,663 | -3.1% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,036 | +10.7% | 58 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,873 | +9.7% | 58 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,915 | +10.2% | 58 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $9,000 | -18.2% | 58 | -14.7% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | -21.4% | 68 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $14,000 | -46.2% | 68 | -42.9% | 0.00% | 0.0% |
| Q4 2021 | $26,000 | +550.0% | 119 | +417.4% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 23 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | -98.2% | 23 | -98.1% | 0.00% | -100.0% |
| Q1 2021 | $228,000 | +500.0% | 1,203 | 0.0% | 0.01% | +200.0% |
| Q4 2020 | $38,000 | +3700.0% | 1,203 | +9153.8% | 0.00% | – |
| Q3 2020 | $1,000 | -75.0% | 13 | -56.7% | 0.00% | – |
| Q2 2020 | $4,000 | +300.0% | 30 | +76.5% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 17 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q2 2019 | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – |
| Q1 2019 | $2,000 | +100.0% | 17 | 0.0% | 0.00% | – |
| Q4 2018 | $1,000 | -88.9% | 17 | -80.5% | 0.00% | -100.0% |
| Q1 2017 | $9,000 | – | 87 | – | 0.00% | – |
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% |