ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 361 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $264,829 | +1.7% | 1,002 | -4.8% | 0.15% | -3.3% |
| Q1 2024 | $260,275 | +8.2% | 1,052 | -2.3% | 0.15% | -0.7% |
| Q4 2023 | $240,591 | +11.3% | 1,077 | 0.0% | 0.15% | +1.3% |
| Q3 2023 | $216,089 | -11.3% | 1,077 | -8.5% | 0.15% | -10.7% |
| Q2 2023 | $243,710 | +0.1% | 1,177 | -9.6% | 0.17% | -7.7% |
| Q1 2023 | $243,526 | +9.7% | 1,302 | 0.0% | 0.18% | +4.6% |
| Q4 2022 | $222,082 | +4.8% | 1,302 | 0.0% | 0.18% | 0.0% |
| Q3 2022 | $212,000 | -5.8% | 1,302 | 0.0% | 0.18% | +3.6% |
| Q2 2022 | $225,000 | -24.5% | 1,302 | -8.8% | 0.17% | -11.1% |
| Q1 2022 | $298,000 | -23.4% | 1,427 | -19.7% | 0.19% | -19.5% |
| Q4 2021 | $389,000 | +10.8% | 1,777 | 0.0% | 0.24% | -1.3% |
| Q3 2021 | $351,000 | -5.4% | 1,777 | -6.1% | 0.24% | -6.3% |
| Q2 2021 | $371,000 | +1.1% | 1,892 | -7.3% | 0.26% | -8.3% |
| Q1 2021 | $367,000 | +4.9% | 2,042 | 0.0% | 0.28% | -3.1% |
| Q4 2020 | $350,000 | +9.7% | 2,042 | -0.3% | 0.29% | 0.0% |
| Q3 2020 | $319,000 | -26.5% | 2,048 | -32.9% | 0.29% | -31.7% |
| Q2 2020 | $434,000 | +17.9% | 3,050 | -1.8% | 0.42% | -0.9% |
| Q1 2020 | $368,000 | -30.3% | 3,105 | -15.2% | 0.42% | -18.3% |
| Q4 2019 | $528,000 | – | 3,661 | – | 0.52% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 585,357 | $83,367,000 | 22.87% |
| Legacy Advisors, LLC | 118,580 | $16,888,000 | 13.41% |
| Altus Wealth Management, LLC | 84,156 | $11,986,000 | 13.35% |
| IEQ CAPITAL, LLC | 970,334 | $138,195,000 | 8.97% |
| EVOKE WEALTH, LLC | 530,158 | $75,505,000 | 7.32% |
| Oakworth Capital, Inc. | 277,764 | $39,559,000 | 7.11% |
| Relative Value Partners Group, LLC | 437,696 | $62,337,000 | 6.54% |
| Financial Services Advisory Inc | 90,144 | $12,838,000 | 6.51% |
| Bell Bank | 213,579 | $30,418,000 | 5.65% |
| Ascension Capital Advisors, Inc. | 44,749 | $6,373,000 | 5.57% |