ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $201,041 | -60.2% | 1,002 | -58.9% | 0.02% | -53.7% |
| Q2 2023 | $504,812 | -21.0% | 2,438 | -28.7% | 0.05% | -27.0% |
| Q1 2023 | $639,303 | -5.0% | 3,418 | -13.4% | 0.07% | -9.8% |
| Q4 2022 | $673,240 | +5.0% | 3,947 | 0.0% | 0.08% | -1.2% |
| Q3 2022 | $641,000 | -5.9% | 3,947 | 0.0% | 0.08% | +5.1% |
| Q2 2022 | $681,000 | -17.3% | 3,947 | 0.0% | 0.08% | +5.3% |
| Q1 2022 | $823,000 | +0.5% | 3,947 | +5.6% | 0.08% | +5.6% |
| Q4 2021 | $819,000 | +50.3% | 3,738 | +35.5% | 0.07% | +26.8% |
| Q3 2021 | $545,000 | +6.9% | 2,758 | +6.0% | 0.06% | -12.5% |
| Q2 2021 | $510,000 | +9.0% | 2,601 | 0.0% | 0.06% | -4.5% |
| Q1 2021 | $468,000 | +9.1% | 2,601 | +4.0% | 0.07% | +6.3% |
| Q4 2020 | $429,000 | +3.4% | 2,501 | -6.2% | 0.06% | -7.4% |
| Q3 2020 | $415,000 | -39.6% | 2,666 | -44.7% | 0.07% | -55.8% |
| Q2 2020 | $687,000 | +20.1% | 4,823 | 0.0% | 0.15% | -5.5% |
| Q1 2020 | $572,000 | – | 4,823 | – | 0.16% | – |
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% |