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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,048,000 | -10.1% | 16,209 | -18.5% | 1.66% | -25.8% |
| Q4 2020 | $3,391,000 | -4.0% | 19,897 | -12.3% | 2.24% | -31.1% |
| Q3 2020 | $3,533,000 | +6.1% | 22,684 | -0.1% | 3.25% | -4.7% |
| Q2 2020 | $3,329,000 | +10.3% | 22,718 | +1.2% | 3.41% | -0.6% |
| Q1 2020 | $3,019,000 | +14.1% | 22,448 | +25.6% | 3.43% | +30.7% |
| Q4 2019 | $2,647,000 | – | 17,868 | – | 2.62% | – |
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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% |