ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 499 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $685,387 | -0.5% | 3,416 | +2.7% | 0.01% | 0.0% |
| Q2 2023 | $688,683 | +9.3% | 3,326 | -1.3% | 0.01% | +14.3% |
| Q1 2023 | $630,356 | +37.2% | 3,370 | +25.1% | 0.01% | +40.0% |
| Q4 2022 | $459,590 | +4.9% | 2,694 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $438,000 | -5.6% | 2,694 | +0.0% | 0.01% | 0.0% |
| Q2 2022 | $464,000 | -17.0% | 2,693 | +0.4% | 0.01% | -16.7% |
| Q1 2022 | $559,000 | -4.8% | 2,682 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $587,000 | +19.3% | 2,682 | +7.6% | 0.01% | +20.0% |
| Q3 2021 | $492,000 | +0.6% | 2,493 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $489,000 | +9.2% | 2,493 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $448,000 | -8.6% | 2,493 | -12.6% | 0.01% | -16.7% |
| Q4 2020 | $490,000 | +10.4% | 2,852 | +0.0% | 0.01% | 0.0% |
| Q3 2020 | $444,000 | +2.8% | 2,851 | -5.8% | 0.01% | 0.0% |
| Q2 2020 | $432,000 | -46.0% | 3,028 | -55.1% | 0.01% | -45.5% |
| Q1 2020 | $800,000 | -9.4% | 6,741 | +9.8% | 0.01% | -8.3% |
| Q4 2019 | $883,000 | +133.0% | 6,139 | +113.2% | 0.01% | +100.0% |
| Q3 2019 | $379,000 | +1.6% | 2,879 | +0.0% | 0.01% | 0.0% |
| Q2 2019 | $373,000 | -2.6% | 2,878 | -5.9% | 0.01% | 0.0% |
| Q1 2019 | $383,000 | -91.7% | 3,059 | -92.6% | 0.01% | -92.9% |
| Q4 2018 | $4,623,000 | +1000.7% | 41,449 | +1177.7% | 0.08% | +1100.0% |
| Q3 2018 | $420,000 | -63.8% | 3,244 | -66.6% | 0.01% | -63.2% |
| Q2 2018 | $1,160,000 | +186.4% | 9,701 | +177.6% | 0.02% | +171.4% |
| Q1 2018 | $405,000 | -2.4% | 3,495 | +0.1% | 0.01% | 0.0% |
| Q4 2017 | $415,000 | +3.8% | 3,492 | -3.0% | 0.01% | -12.5% |
| Q3 2017 | $400,000 | -10.9% | 3,600 | -14.2% | 0.01% | -11.1% |
| Q2 2017 | $449,000 | +19.1% | 4,194 | +16.7% | 0.01% | +12.5% |
| Q1 2017 | $377,000 | +5.6% | 3,594 | +0.1% | 0.01% | 0.0% |
| Q4 2016 | $357,000 | +19.4% | 3,591 | +15.0% | 0.01% | +14.3% |
| Q3 2016 | $299,000 | +3.1% | 3,122 | +0.1% | 0.01% | 0.0% |
| Q2 2016 | $290,000 | +5.8% | 3,119 | +4.1% | 0.01% | 0.0% |
| Q1 2016 | $274,000 | +2.2% | 2,995 | +1.9% | 0.01% | 0.0% |
| Q4 2015 | $268,000 | +8.1% | 2,938 | +0.2% | 0.01% | 0.0% |
| Q3 2015 | $248,000 | -6.4% | 2,933 | +0.3% | 0.01% | 0.0% |
| Q2 2015 | $265,000 | +0.4% | 2,924 | +0.1% | 0.01% | 0.0% |
| Q1 2015 | $264,000 | -0.4% | 2,922 | +0.5% | 0.01% | 0.0% |
| Q4 2014 | $265,000 | +3.5% | 2,908 | +0.1% | 0.01% | 0.0% |
| Q3 2014 | $256,000 | +1.6% | 2,905 | +0.1% | 0.01% | 0.0% |
| Q2 2014 | $252,000 | +5.0% | 2,903 | +0.0% | 0.01% | 0.0% |
| Q1 2014 | $240,000 | +0.8% | 2,902 | +0.1% | 0.01% | 0.0% |
| Q4 2013 | $238,000 | +9.7% | 2,900 | +0.1% | 0.01% | 0.0% |
| Q3 2013 | $217,000 | +4.3% | 2,897 | +0.1% | 0.01% | +16.7% |
| Q2 2013 | $208,000 | – | 2,893 | – | 0.01% | – |
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% |