ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 300 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.72 and the average weighting 0.5%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Pacific Financial | 217,703 | $45,396,000 | 23.33% |
| Legacy Advisors, LLC | 357,667 | $74,581,000 | 14.48% |
| Altus Wealth Management, LLC | 99,252 | $20,696,000 | 14.25% |
| Meristem Family Wealth, LLC | 580,869 | $121,123,000 | 13.09% |
| Relative Value Partners Group, LLC | 468,218 | $97,633,000 | 6.78% |
| Oakworth Capital, Inc. | 354,757 | $73,974,000 | 6.37% |
| ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 43,671 | $9,106,000 | 5.40% |
| IEQ CAPITAL, LLC | 1,011,266 | $210,869,000 | 5.02% |
| Portfolio Strategies, Inc. | 128,888 | $26,895,000 | 5.02% |
| Waypoint Capital Advisors, LLC | 37,823 | $7,888,000 | 4.64% |