ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 267 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 1.78 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $955,000 | -8.3% | 4,582 | -3.6% | 0.00% | 0.0% |
Q4 2021 | $1,041,000 | -0.9% | 4,752 | -10.6% | 0.00% | 0.0% |
Q3 2021 | $1,050,000 | +14.8% | 5,316 | +14.0% | 0.00% | 0.0% |
Q2 2021 | $915,000 | +9.2% | 4,663 | 0.0% | 0.00% | – |
Q1 2021 | $838,000 | +22.3% | 4,663 | +16.9% | 0.00% | – |
Q4 2020 | $685,000 | +9.8% | 3,989 | -0.5% | 0.00% | – |
Q3 2020 | $624,000 | +17.7% | 4,009 | +7.6% | 0.00% | – |
Q2 2020 | $530,000 | +6.0% | 3,725 | -11.7% | 0.00% | – |
Q1 2020 | $500,000 | -38.5% | 4,219 | -25.3% | 0.00% | -100.0% |
Q4 2019 | $813,000 | +45.7% | 5,646 | +33.0% | 0.00% | – |
Q3 2019 | $558,000 | -4.8% | 4,246 | -6.1% | 0.00% | – |
Q2 2019 | $586,000 | +3.0% | 4,523 | -0.5% | 0.00% | – |
Q1 2019 | $569,000 | -16.9% | 4,545 | -26.0% | 0.00% | -100.0% |
Q4 2018 | $685,000 | -19.8% | 6,146 | -6.7% | 0.00% | 0.0% |
Q3 2018 | $854,000 | +8.5% | 6,588 | +0.1% | 0.00% | 0.0% |
Q2 2018 | $787,000 | -23.4% | 6,580 | -25.6% | 0.00% | 0.0% |
Q1 2018 | $1,027,000 | +35.0% | 8,850 | +38.0% | 0.00% | 0.0% |
Q4 2017 | $761,000 | +186.1% | 6,412 | +167.8% | 0.00% | – |
Q3 2017 | $266,000 | +15.7% | 2,394 | +11.1% | 0.00% | – |
Q2 2017 | $230,000 | -16.1% | 2,154 | -17.7% | 0.00% | – |
Q1 2017 | $274,000 | – | 2,617 | – | 0.00% | – |
Download |
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% |