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 | $7,095,227 | -1.5% | 35,363 | +1.6% | 2.72% | +2.4% |
| Q2 2023 | $7,205,682 | +7.1% | 34,800 | -3.3% | 2.66% | +3.3% |
| Q1 2023 | $6,729,199 | +6.0% | 35,977 | -3.3% | 2.57% | -1.5% |
| Q4 2022 | $6,346,764 | -1.1% | 37,209 | -0.0% | 2.61% | -2.1% |
| Q2 2022 | $6,420,000 | -24.8% | 37,223 | -9.1% | 2.67% | -14.5% |
| Q1 2022 | $8,540,000 | +2.3% | 40,955 | +7.5% | 3.12% | -4.3% |
| Q4 2021 | $8,350,000 | +11.8% | 38,104 | +0.7% | 3.26% | -0.6% |
| Q3 2021 | $7,468,000 | -4.9% | 37,824 | -5.5% | 3.28% | -4.2% |
| Q2 2021 | $7,855,000 | +8.5% | 40,039 | -0.5% | 3.42% | -0.8% |
| Q1 2021 | $7,237,000 | -0.9% | 40,246 | -5.4% | 3.45% | -6.3% |
| Q4 2020 | $7,304,000 | +4.3% | 42,554 | -5.4% | 3.68% | -12.0% |
| Q3 2020 | $7,006,000 | +7.7% | 44,989 | -1.5% | 4.18% | -2.7% |
| Q2 2020 | $6,506,000 | -4.8% | 45,680 | -20.7% | 4.30% | -22.1% |
| Q1 2020 | $6,836,000 | -24.5% | 57,628 | -8.3% | 5.51% | -4.6% |
| Q4 2019 | $9,058,000 | – | 62,862 | – | 5.78% | – |
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% |