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 | $443,414 | -16.1% | 2,210 | -13.4% | 0.13% | -12.8% |
| Q2 2023 | $528,417 | +10.4% | 2,552 | -0.3% | 0.15% | +2.1% |
| Q1 2023 | $478,635 | +9.0% | 2,559 | -0.6% | 0.15% | -1.4% |
| Q4 2022 | $439,047 | +5.5% | 2,574 | +0.6% | 0.15% | -0.7% |
| Q3 2022 | $416,000 | -7.1% | 2,558 | -1.5% | 0.15% | -2.6% |
| Q2 2022 | $448,000 | -25.3% | 2,596 | -9.7% | 0.15% | -8.4% |
| Q1 2022 | $600,000 | -5.1% | 2,876 | -0.3% | 0.17% | +3.7% |
| Q4 2021 | $632,000 | +10.9% | 2,886 | 0.0% | 0.16% | +4.5% |
| Q3 2021 | $570,000 | -1.2% | 2,886 | -1.9% | 0.15% | 0.0% |
| Q2 2021 | $577,000 | +2.3% | 2,941 | -1.1% | 0.15% | -1.9% |
| Q1 2021 | $564,000 | +1.1% | 2,974 | -8.5% | 0.16% | -9.8% |
| Q4 2020 | $558,000 | -3.5% | 3,252 | -12.4% | 0.17% | -16.3% |
| Q3 2020 | $578,000 | +4.0% | 3,711 | -4.9% | 0.21% | +1.5% |
| Q2 2020 | $556,000 | -5.0% | 3,901 | -21.0% | 0.20% | -31.4% |
| Q1 2020 | $585,000 | -21.4% | 4,935 | -4.4% | 0.30% | +29.4% |
| Q4 2019 | $744,000 | – | 5,163 | – | 0.23% | – |
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% |