ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 323 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 14.86 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,148,000 | -11.4% | 7,371 | -19.0% | 0.89% | -11.1% |
| Q2 2020 | $1,296,000 | -8.8% | 9,098 | -24.1% | 1.00% | -26.3% |
| Q1 2020 | $1,421,000 | -21.8% | 11,979 | -5.0% | 1.36% | -10.1% |
| Q4 2019 | $1,818,000 | +0.5% | 12,615 | -8.3% | 1.52% | -11.1% |
| Q3 2019 | $1,809,000 | +1.5% | 13,758 | 0.0% | 1.70% | +6.6% |
| Q2 2019 | $1,783,000 | -10.0% | 13,758 | -13.0% | 1.60% | -14.0% |
| Q1 2019 | $1,982,000 | +6.4% | 15,822 | -5.3% | 1.86% | -0.2% |
| Q4 2018 | $1,863,000 | -40.6% | 16,705 | -31.0% | 1.86% | -35.6% |
| Q3 2018 | $3,137,000 | – | 24,201 | – | 2.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 851,568 | $91,033,000 | 37.40% |
| Pictet North America Advisors SA | 686,574 | $73,395,000 | 12.19% |
| Oakworth Capital, Inc. | 272,953 | $29,178,000 | 7.99% |
| Cerity Partners LLC | 1,095,103 | $93,797,000 | 7.86% |
| Wechter Feldman Wealth Management, Inc. | 67,713 | $7,238,000 | 5.80% |
| Relative Value Partners Group, LLC | 452,066 | $48,326,000 | 5.67% |
| BARING ASSET MANAGEMENT Ltd | 770,782 | $82,281,000 | 5.35% |
| Svenska Handelsbanken AB (publ) | 32,850 | $3,512,000 | 5.30% |
| GenWealth Group, Inc. | 73,561 | $7,863,000 | 5.29% |
| SCS Capital Management LLC | 1,522,149 | $162,718,000 | 4.40% |