ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 555 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,280,619 | +9.9% | 21,335 | +13.4% | 0.01% | +16.7% |
| Q2 2023 | $3,896,774 | +8.1% | 18,820 | -2.3% | 0.01% | 0.0% |
| Q1 2023 | $3,604,616 | +9.0% | 19,272 | -0.6% | 0.01% | 0.0% |
| Q4 2022 | $3,306,859 | +12.2% | 19,387 | +6.9% | 0.01% | 0.0% |
| Q3 2022 | $2,948,000 | -19.8% | 18,143 | -14.9% | 0.01% | -14.3% |
| Q2 2022 | $3,676,000 | -58.7% | 21,318 | -50.0% | 0.01% | -50.0% |
| Q1 2022 | $8,890,000 | -45.1% | 42,638 | -42.3% | 0.01% | -44.0% |
| Q4 2021 | $16,181,000 | +83.1% | 73,840 | +65.0% | 0.02% | +66.7% |
| Q3 2021 | $8,837,000 | +1.9% | 44,759 | +1.3% | 0.02% | +7.1% |
| Q2 2021 | $8,668,000 | +16.9% | 44,186 | +7.1% | 0.01% | +7.7% |
| Q1 2021 | $7,417,000 | +4.1% | 41,242 | -0.7% | 0.01% | -7.1% |
| Q4 2020 | $7,127,000 | +16.6% | 41,519 | +5.8% | 0.01% | +7.7% |
| Q3 2020 | $6,111,000 | +10.9% | 39,243 | +1.5% | 0.01% | +8.3% |
| Q2 2020 | $5,508,000 | +365.2% | 38,676 | +287.3% | 0.01% | +300.0% |
| Q1 2020 | $1,184,000 | -19.7% | 9,986 | -2.4% | 0.00% | 0.0% |
| Q4 2019 | $1,474,000 | +2036.2% | 10,231 | +1253.3% | 0.00% | +50.0% |
| Q2 2015 | $69,000 | – | 756 | – | 0.00% | – |
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% |