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 | $345,900 | -3.1% | 1,724 | 0.0% | 0.29% | +7.1% |
| Q2 2023 | $356,968 | +10.7% | 1,724 | 0.0% | 0.27% | +6.8% |
| Q1 2023 | $322,420 | +13.6% | 1,724 | +3.6% | 0.25% | +17.3% |
| Q4 2022 | $283,758 | +5.1% | 1,664 | 0.0% | 0.21% | -7.4% |
| Q3 2022 | $270,000 | -5.9% | 1,664 | 0.0% | 0.23% | 0.0% |
| Q2 2022 | $287,000 | -17.3% | 1,664 | 0.0% | 0.23% | -0.4% |
| Q1 2022 | $347,000 | -4.9% | 1,664 | 0.0% | 0.23% | +0.4% |
| Q4 2021 | $365,000 | +11.3% | 1,664 | 0.0% | 0.23% | -4.1% |
| Q3 2021 | $328,000 | 0.0% | 1,664 | -0.5% | 0.24% | 0.0% |
| Q2 2021 | $328,000 | +3.1% | 1,673 | -5.5% | 0.24% | -5.1% |
| Q1 2021 | $318,000 | +4.6% | 1,770 | +0.1% | 0.25% | -2.7% |
| Q4 2020 | $304,000 | +1.7% | 1,769 | -7.9% | 0.26% | -3.0% |
| Q3 2020 | $299,000 | +9.5% | 1,921 | +0.1% | 0.27% | -10.3% |
| Q2 2020 | $273,000 | +20.3% | 1,920 | +0.1% | 0.30% | +9.5% |
| Q1 2020 | $227,000 | -20.6% | 1,918 | -3.5% | 0.27% | -10.2% |
| Q4 2019 | $286,000 | – | 1,988 | – | 0.30% | – |
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% |