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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $401 | -99.9% | 2,350 | -2.1% | 0.01% | -9.1% |
| Q3 2022 | $390,000 | -5.8% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $414,000 | -17.2% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $500,000 | -4.9% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $526,000 | +11.0% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $474,000 | +0.6% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $471,000 | +9.0% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $432,000 | +4.9% | 2,400 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $412,000 | +10.2% | 2,400 | 0.0% | 0.01% | -8.3% |
| Q3 2020 | $374,000 | +1.1% | 2,400 | -7.7% | 0.01% | 0.0% |
| Q2 2020 | $370,000 | +20.1% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $308,000 | -17.9% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $375,000 | +9.6% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $342,000 | +1.5% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $337,000 | +0.6% | 2,600 | -2.8% | 0.01% | 0.0% |
| Q1 2019 | $335,000 | +12.4% | 2,675 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $298,000 | -14.1% | 2,675 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $347,000 | +8.4% | 2,675 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $320,000 | +3.2% | 2,675 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $310,000 | -46.4% | 2,675 | -45.1% | 0.01% | -42.9% |
| Q4 2017 | $578,000 | +3.8% | 4,875 | -2.5% | 0.02% | 0.0% |
| Q3 2017 | $557,000 | +4.1% | 5,000 | 0.0% | 0.02% | +5.0% |
| Q2 2017 | $535,000 | -10.4% | 5,000 | -12.3% | 0.02% | -13.0% |
| Q1 2017 | $597,000 | -6.1% | 5,700 | -10.9% | 0.02% | -11.5% |
| Q4 2016 | $636,000 | -0.3% | 6,400 | -3.8% | 0.03% | 0.0% |
| Q3 2016 | $638,000 | +3.2% | 6,650 | 0.0% | 0.03% | 0.0% |
| Q2 2016 | $618,000 | +1.6% | 6,650 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $608,000 | +5.4% | 6,650 | +5.1% | 0.03% | +4.0% |
| Q4 2015 | $577,000 | +5.9% | 6,325 | -1.6% | 0.02% | 0.0% |
| Q3 2015 | $545,000 | -6.7% | 6,425 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $584,000 | -1.5% | 6,425 | -2.3% | 0.02% | -3.8% |
| Q1 2015 | $593,000 | -0.8% | 6,575 | 0.0% | 0.03% | 0.0% |
| Q4 2014 | $598,000 | +2.0% | 6,575 | -1.1% | 0.03% | 0.0% |
| Q3 2014 | $586,000 | +1.7% | 6,651 | 0.0% | 0.03% | +4.0% |
| Q2 2014 | $576,000 | +5.5% | 6,651 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $546,000 | -6.0% | 6,651 | -5.7% | 0.02% | -7.4% |
| Q4 2013 | $581,000 | +4.5% | 7,056 | -5.0% | 0.03% | -6.9% |
| Q3 2013 | $556,000 | +3.5% | 7,430 | -0.5% | 0.03% | 0.0% |
| Q2 2013 | $537,000 | – | 7,470 | – | 0.03% | – |
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% |