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 | $304,973 | -3.1% | 1,520 | 0.0% | 0.11% | +1.8% |
| Q2 2023 | $314,731 | +10.7% | 1,520 | 0.0% | 0.11% | +0.9% |
| Q1 2023 | $284,301 | +9.7% | 1,520 | 0.0% | 0.11% | -0.9% |
| Q4 2022 | $259,266 | +5.0% | 1,520 | 0.0% | 0.11% | 0.0% |
| Q3 2022 | $247,000 | -5.7% | 1,520 | 0.0% | 0.11% | -2.7% |
| Q2 2022 | $262,000 | -17.4% | 1,520 | 0.0% | 0.11% | -2.6% |
| Q1 2022 | $317,000 | -3.9% | 1,520 | 0.0% | 0.12% | +2.7% |
| Q4 2021 | $330,000 | +10.0% | 1,520 | 0.0% | 0.11% | +1.8% |
| Q3 2021 | $300,000 | +0.7% | 1,520 | 0.0% | 0.11% | -1.8% |
| Q2 2021 | $298,000 | +5.3% | 1,520 | 0.0% | 0.11% | -2.6% |
| Q1 2021 | $283,000 | +5.6% | 1,520 | 0.0% | 0.12% | 0.0% |
| Q4 2020 | $268,000 | +13.1% | 1,520 | 0.0% | 0.12% | -4.9% |
| Q3 2020 | $237,000 | +6.3% | 1,520 | 0.0% | 0.12% | -0.8% |
| Q2 2020 | $223,000 | +1.4% | 1,520 | 0.0% | 0.12% | +6.0% |
| Q4 2019 | $220,000 | – | 1,520 | – | 0.12% | – |
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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% |