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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $290,091 | +10.7% | 1,401 | 0.0% | 0.16% | +4.5% |
| Q1 2023 | $262,043 | +9.7% | 1,401 | 0.0% | 0.16% | -11.8% |
| Q4 2022 | $238,969 | -36.8% | 1,401 | -39.8% | 0.18% | -40.7% |
| Q3 2022 | $378,000 | -5.7% | 2,327 | 0.0% | 0.30% | +2.4% |
| Q2 2022 | $401,000 | -17.3% | 2,327 | 0.0% | 0.29% | -5.2% |
| Q1 2022 | $485,000 | -4.9% | 2,327 | 0.0% | 0.31% | -2.2% |
| Q4 2021 | $510,000 | +11.1% | 2,327 | 0.0% | 0.32% | +0.3% |
| Q3 2021 | $459,000 | +0.4% | 2,327 | 0.0% | 0.32% | -11.3% |
| Q2 2021 | $457,000 | +9.3% | 2,327 | 0.0% | 0.36% | -6.1% |
| Q1 2021 | $418,000 | +4.8% | 2,327 | 0.0% | 0.38% | +4.7% |
| Q4 2020 | $399,000 | +10.2% | 2,327 | 0.0% | 0.36% | -3.5% |
| Q3 2020 | $362,000 | +9.4% | 2,327 | 0.0% | 0.37% | -5.8% |
| Q2 2020 | $331,000 | +19.9% | 2,327 | 0.0% | 0.40% | +8.8% |
| Q1 2020 | $276,000 | -17.6% | 2,327 | +232600.0% | 0.36% | +42.0% |
| Q4 2019 | $335,000 | – | 1 | – | 0.26% | – |
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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% |