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 | $246,203 | -32.5% | 1,227 | -30.4% | 0.01% | -28.6% |
| Q2 2023 | $364,869 | -34.3% | 1,762 | -40.7% | 0.01% | -41.7% |
| Q1 2023 | $555,267 | -0.2% | 2,969 | -9.0% | 0.01% | -7.7% |
| Q4 2022 | $556,566 | +83.7% | 3,263 | +74.9% | 0.01% | +85.7% |
| Q3 2022 | $303,000 | -3.8% | 1,866 | +2.4% | 0.01% | 0.0% |
| Q2 2022 | $315,000 | -15.5% | 1,823 | +2.1% | 0.01% | -12.5% |
| Q1 2022 | $373,000 | -3.1% | 1,786 | +1.7% | 0.01% | 0.0% |
| Q4 2021 | $385,000 | +4.9% | 1,756 | -5.6% | 0.01% | 0.0% |
| Q3 2021 | $367,000 | -94.0% | 1,861 | -94.1% | 0.01% | -93.9% |
| Q2 2021 | $6,155,000 | +6.0% | 31,372 | -2.8% | 0.13% | -7.7% |
| Q1 2021 | $5,807,000 | -47.0% | 32,289 | -49.4% | 0.14% | -50.7% |
| Q4 2020 | $10,961,000 | +10.7% | 63,856 | +0.4% | 0.29% | -1.4% |
| Q3 2020 | $9,906,000 | +18.6% | 63,610 | +8.5% | 0.29% | +10.1% |
| Q2 2020 | $8,352,000 | +72.5% | 58,641 | +43.7% | 0.27% | +46.7% |
| Q1 2020 | $4,842,000 | – | 40,817 | – | 0.18% | – |
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% |