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 | $2,876,747 | -4.9% | 14,285 | -2.3% | 0.19% | -9.3% |
| Q2 2023 | $3,026,306 | +9.6% | 14,616 | -1.0% | 0.21% | +0.9% |
| Q1 2023 | $2,760,088 | -20.0% | 14,757 | -27.0% | 0.21% | -36.9% |
| Q4 2022 | $3,449,841 | +10.1% | 20,225 | +4.9% | 0.34% | +2.8% |
| Q3 2022 | $3,132,000 | -20.7% | 19,278 | -15.8% | 0.33% | -12.3% |
| Q2 2022 | $3,951,000 | +137.4% | 22,909 | +187.0% | 0.37% | +166.4% |
| Q1 2022 | $1,664,000 | +132.1% | 7,981 | +143.8% | 0.14% | +133.3% |
| Q4 2021 | $717,000 | +11.9% | 3,273 | +0.7% | 0.06% | -16.7% |
| Q3 2021 | $641,000 | +0.6% | 3,250 | 0.0% | 0.07% | -5.3% |
| Q2 2021 | $637,000 | +9.1% | 3,250 | 0.0% | 0.08% | -18.3% |
| Q1 2021 | $584,000 | +4.8% | 3,250 | 0.0% | 0.09% | -19.8% |
| Q4 2020 | $557,000 | +10.1% | 3,250 | 0.0% | 0.12% | -6.5% |
| Q3 2020 | $506,000 | +9.5% | 3,250 | 0.0% | 0.12% | -6.8% |
| Q2 2020 | $462,000 | +19.7% | 3,250 | 0.0% | 0.13% | +0.8% |
| Q1 2020 | $386,000 | -17.5% | 3,250 | 0.0% | 0.13% | -44.1% |
| Q4 2019 | $468,000 | +9.6% | 3,250 | 0.0% | 0.24% | +9.3% |
| Q3 2019 | $427,000 | -12.1% | 3,250 | -13.3% | 0.22% | -54.3% |
| Q2 2019 | $486,000 | – | 3,750 | – | 0.47% | – |
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% |