ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 386 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.57 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $129,613 | -3.1% | 646 | 0.0% | 0.00% | – |
| Q2 2023 | $133,761 | +10.7% | 646 | 0.0% | 0.00% | – |
| Q1 2023 | $120,828 | +9.7% | 646 | 0.0% | 0.00% | – |
| Q4 2022 | $110,188 | +4.9% | 646 | 0.0% | 0.00% | – |
| Q3 2022 | $105,000 | +38.2% | 646 | +45.8% | 0.00% | – |
| Q2 2022 | $76,000 | -17.4% | 443 | 0.0% | 0.00% | – |
| Q1 2022 | $92,000 | -5.2% | 443 | 0.0% | 0.00% | – |
| Q4 2021 | $97,000 | +11.5% | 443 | 0.0% | 0.00% | – |
| Q3 2021 | $87,000 | -80.8% | 443 | -80.8% | 0.00% | – |
| Q2 2021 | $452,000 | +4.9% | 2,305 | -3.8% | 0.00% | – |
| Q1 2021 | $431,000 | +253.3% | 2,396 | +238.9% | 0.00% | – |
| Q4 2020 | $122,000 | -57.6% | 707 | -61.8% | 0.00% | – |
| Q3 2020 | $288,000 | +289.2% | 1,851 | +252.6% | 0.00% | – |
| Q2 2020 | $74,000 | +48.0% | 525 | +23.5% | 0.00% | – |
| Q1 2020 | $50,000 | -18.0% | 425 | 0.0% | 0.00% | – |
| Q4 2019 | $61,000 | +10.9% | 425 | 0.0% | 0.00% | – |
| Q3 2019 | $55,000 | +31.0% | 425 | +30.8% | 0.00% | – |
| Q2 2019 | $42,000 | +5.0% | 325 | 0.0% | 0.00% | – |
| Q1 2019 | $40,000 | -97.0% | 325 | -97.3% | 0.00% | -100.0% |
| Q4 2018 | $1,354,000 | -73.6% | 12,147 | -78.5% | 0.00% | -66.7% |
| Q4 2014 | $5,129,000 | +4.7% | 56,401 | +1.5% | 0.00% | 0.0% |
| Q3 2014 | $4,898,000 | +1.9% | 55,559 | -0.0% | 0.00% | 0.0% |
| Q2 2014 | $4,807,000 | +2327.8% | 55,560 | +2214.0% | 0.00% | – |
| Q1 2014 | $198,000 | -10.8% | 2,401 | -11.1% | 0.00% | – |
| Q4 2013 | $222,000 | -45.0% | 2,701 | -50.0% | 0.00% | – |
| Q3 2013 | $404,000 | – | 5,400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 851,568 | $91,033,000 | 37.40% |
| Pictet North America Advisors SA | 686,574 | $73,395,000 | 12.19% |
| Oakworth Capital, Inc. | 272,953 | $29,178,000 | 7.99% |
| Cerity Partners LLC | 1,095,103 | $93,797,000 | 7.86% |
| Wechter Feldman Wealth Management, Inc. | 67,713 | $7,238,000 | 5.80% |
| Relative Value Partners Group, LLC | 452,066 | $48,326,000 | 5.67% |
| BARING ASSET MANAGEMENT Ltd | 770,782 | $82,281,000 | 5.35% |
| Svenska Handelsbanken AB (publ) | 32,850 | $3,512,000 | 5.30% |
| GenWealth Group, Inc. | 73,561 | $7,863,000 | 5.29% |
| SCS Capital Management LLC | 1,522,149 | $162,718,000 | 4.40% |