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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,068,372 | +7.0% | 5,712 | -2.4% | 0.60% | +12.8% |
| Q4 2022 | $998,687 | +5.0% | 5,855 | 0.0% | 0.53% | +13.9% |
| Q3 2022 | $951,000 | -5.8% | 5,855 | 0.0% | 0.47% | +18.3% |
| Q2 2022 | $1,010,000 | -19.0% | 5,855 | -2.1% | 0.39% | -16.7% |
| Q1 2022 | $1,247,000 | -2.3% | 5,980 | +2.7% | 0.47% | -8.3% |
| Q4 2021 | $1,276,000 | +10.3% | 5,825 | -0.6% | 0.52% | -1.5% |
| Q3 2021 | $1,157,000 | +0.6% | 5,862 | 0.0% | 0.52% | -5.6% |
| Q2 2021 | $1,150,000 | +9.1% | 5,862 | 0.0% | 0.56% | -9.2% |
| Q1 2021 | $1,054,000 | +4.8% | 5,862 | 0.0% | 0.61% | -4.1% |
| Q4 2020 | $1,006,000 | – | 5,862 | – | 0.64% | – |
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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% |