ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 361 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.39 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $388,000 | +29.3% | 1,963 | +28.6% | 0.03% | +30.0% |
| Q2 2021 | $300,000 | +7.1% | 1,527 | -1.9% | 0.02% | 0.0% |
| Q1 2021 | $280,000 | -41.5% | 1,557 | -44.2% | 0.02% | -45.9% |
| Q4 2020 | $479,000 | +86.4% | 2,788 | +76.8% | 0.04% | +68.2% |
| Q3 2020 | $257,000 | +14.2% | 1,577 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $225,000 | -0.9% | 1,577 | 0.0% | 0.02% | +4.8% |
| Q4 2019 | $227,000 | – | 1,577 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 585,357 | $83,367,000 | 22.87% |
| Legacy Advisors, LLC | 118,580 | $16,888,000 | 13.41% |
| Altus Wealth Management, LLC | 84,156 | $11,986,000 | 13.35% |
| IEQ CAPITAL, LLC | 970,334 | $138,195,000 | 8.97% |
| EVOKE WEALTH, LLC | 530,158 | $75,505,000 | 7.32% |
| Oakworth Capital, Inc. | 277,764 | $39,559,000 | 7.11% |
| Relative Value Partners Group, LLC | 437,696 | $62,337,000 | 6.54% |
| Financial Services Advisory Inc | 90,144 | $12,838,000 | 6.51% |
| Bell Bank | 213,579 | $30,418,000 | 5.65% |
| Ascension Capital Advisors, Inc. | 44,749 | $6,373,000 | 5.57% |