ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 255 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.54 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $181,000 | +8.4% | 1,400 | 0.0% | 0.07% | +1.5% |
| Q2 2018 | $167,000 | +3.1% | 1,400 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $162,000 | -2.4% | 1,400 | 0.0% | 0.06% | -1.5% |
| Q4 2017 | $166,000 | +6.4% | 1,400 | 0.0% | 0.07% | +1.5% |
| Q3 2017 | $156,000 | +4.0% | 1,400 | 0.0% | 0.06% | +1.6% |
| Q2 2017 | $150,000 | +2.0% | 1,400 | 0.0% | 0.06% | -3.0% |
| Q1 2017 | $147,000 | +5.8% | 1,400 | 0.0% | 0.07% | +6.5% |
| Q4 2016 | $139,000 | +3.7% | 1,400 | 0.0% | 0.06% | +1.6% |
| Q3 2016 | $134,000 | +3.1% | 1,400 | 0.0% | 0.06% | 0.0% |
| Q2 2016 | $130,000 | +1.6% | 1,400 | 0.0% | 0.06% | 0.0% |
| Q1 2016 | $128,000 | 0.0% | 1,400 | 0.0% | 0.06% | -3.2% |
| Q4 2015 | $128,000 | +7.6% | 1,400 | 0.0% | 0.06% | +5.0% |
| Q3 2015 | $119,000 | -6.3% | 1,400 | 0.0% | 0.06% | +3.4% |
| Q2 2015 | $127,000 | +0.8% | 1,400 | 0.0% | 0.06% | +3.6% |
| Q1 2015 | $126,000 | -0.8% | 1,400 | 0.0% | 0.06% | 0.0% |
| Q4 2014 | $127,000 | – | 1,400 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 953,354 | $99,816,000 | 39.54% |
| MML INVESTORS SERVICES, LLC | 15,947,248 | $1,405,039,000 | 28.21% |
| Pictet North America Advisors SA | 666,247 | $69,756,000 | 11.64% |
| Oakworth Capital, Inc. | 261,383 | $27,366,000 | 7.92% |
| SCS Capital Management LLC | 1,668,980 | $174,742,000 | 6.22% |
| Relative Value Partners Group, LLC | 454,889 | $47,777,000 | 5.81% |
| BARING ASSET MANAGEMENT Ltd | 786,182 | $82,573,000 | 5.77% |
| Wechter Feldman Wealth Management, Inc. | 64,071 | $6,708,000 | 4.61% |
| Svenska Handelsbanken AB (publ) | 32,850 | $3,439,000 | 4.61% |
| Patriot Wealth Management, Inc. | 235,547 | $24,662,000 | 3.94% |