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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,026 | +4.3% | 10,099 | +7.7% | 0.01% | 0.0% |
| Q2 2023 | $1,942 | +29.7% | 9,377 | +17.2% | 0.01% | +14.3% |
| Q1 2023 | $1,497 | -10.7% | 8,003 | -18.6% | 0.01% | -12.5% |
| Q4 2022 | $1,677 | -99.9% | 9,834 | +14.4% | 0.01% | 0.0% |
| Q3 2022 | $1,397,000 | -4.8% | 8,596 | +1.0% | 0.01% | -11.1% |
| Q2 2022 | $1,468,000 | -19.8% | 8,513 | -3.1% | 0.01% | -18.2% |
| Q1 2022 | $1,831,000 | -5.3% | 8,781 | -0.5% | 0.01% | -8.3% |
| Q4 2021 | $1,934,000 | +11.9% | 8,827 | +0.8% | 0.01% | 0.0% |
| Q3 2021 | $1,728,000 | +5.2% | 8,754 | +4.5% | 0.01% | -7.7% |
| Q2 2021 | $1,643,000 | +13.6% | 8,377 | +4.2% | 0.01% | 0.0% |
| Q1 2021 | $1,446,000 | -16.0% | 8,041 | -19.8% | 0.01% | -40.9% |
| Q4 2020 | $1,722,000 | +33.9% | 10,031 | +21.5% | 0.02% | +15.8% |
| Q3 2020 | $1,286,000 | +48.2% | 8,257 | +35.4% | 0.02% | +18.8% |
| Q2 2020 | $868,000 | +20.1% | 6,098 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $723,000 | -26.9% | 6,098 | -11.2% | 0.02% | -20.0% |
| Q4 2019 | $989,000 | +8.7% | 6,864 | -0.9% | 0.02% | -4.8% |
| Q3 2019 | $910,000 | +1.3% | 6,926 | 0.0% | 0.02% | -12.5% |
| Q2 2019 | $898,000 | +28.5% | 6,926 | +24.1% | 0.02% | +60.0% |
| Q1 2019 | $699,000 | – | 5,581 | – | 0.02% | – |
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% |