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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $290,000 | -2.4% | 2,502 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $297,000 | +6.5% | 2,502 | -0.1% | 0.03% | 0.0% |
| Q3 2017 | $279,000 | +4.1% | 2,505 | 0.0% | 0.03% | +6.2% |
| Q2 2017 | $268,000 | +2.3% | 2,505 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $262,000 | +5.2% | 2,505 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $249,000 | – | 2,505 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 700,906 | $90,830,000 | 27.70% |
| Polianta Ltd | 141,700 | $18,362,000 | 7.92% |
| Pictet North America Advisors SA | 382,858 | $49,615,000 | 7.21% |
| Oakworth Capital, Inc. | 271,413 | $35,173,000 | 6.70% |
| Relative Value Partners Group, LLC | 463,470 | $60,061,000 | 6.28% |
| Measured Wealth Private Client Group, LLC | 72,366 | $9,378,000 | 5.41% |
| SCS Capital Management LLC | 1,033,359 | $133,913,000 | 4.61% |
| GenWealth Group, Inc. | 72,572 | $9,528,000 | 4.06% |
| Darwin Wealth Management, LLC | 99,468 | $12,890,000 | 3.99% |
| BARINGS LLC | 3,472,746 | $450,033,000 | 3.29% |