ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 726 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 1.01 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $3,323,508 | – | 13,433 | – | 1.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 1,016,709 | $92,358,000 | 40.44% |
| Wharton Business Group, LLC | 460,774 | $418,857,000 | 27.79% |
| Pictet North America Advisors SA | 825,776 | $75,013,000 | 26.80% |
| Oakworth Capital, Inc. | 272,213 | $25,433,000 | 12.04% |
| MML INVESTORS SERVICES, LLC | 95,495 | $8,675,000 | 8.90% |
| Relative Value Partners Group, LLC | 787,082 | $71,499,000 | 8.36% |
| New Harbor Financial Group, LLC | 73,494 | $6,676,000 | 7.03% |
| Patriot Wealth Management, Inc. | 278,110 | $25,263,000 | 5.63% |
| Canal Capital Management, LLC | 55,283 | $5,021,000 | 4.70% |
| Berkshire Money Management, Inc. | 171,407 | $15,571,000 | 4.58% |