ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 182 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.85 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2014 | $415,000 | -85.0% | 4,694 | -86.0% | 0.00% | -83.3% |
| Q1 2014 | $2,769,000 | +276.2% | 33,418 | +272.4% | 0.01% | +300.0% |
| Q4 2013 | $736,000 | -33.5% | 8,973 | -39.3% | 0.00% | -50.0% |
| Q3 2013 | $1,106,000 | -4.7% | 14,783 | -7.9% | 0.01% | 0.0% |
| Q2 2013 | $1,160,000 | +10.0% | 16,054 | +7.2% | 0.01% | +20.0% |
| Q1 2013 | $1,055,000 | – | 14,978 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Meristem Family Wealth, LLC | 938,527 | $90,033,000 | 37.79% |
| Covenant Multifamily Offices, LLC | 218,790 | $20,988,000 | 19.99% |
| MML INVESTORS SERVICES, LLC | 143,443 | $13,760,000 | 15.82% |
| Pictet North America Advisors SA | 617,317 | $59,219,000 | 14.12% |
| Oakworth Capital, Inc. | 247,963 | $23,787,000 | 8.24% |
| SCS Capital Management LLC | 2,013,465 | $193,152,000 | 7.62% |
| Relative Value Partners Group, LLC | 591,864 | $56,778,000 | 7.34% |
| Wharton Business Group, LLC | 521,767 | $50,053,000 | 6.17% |
| Berkshire Money Management, Inc. | 170,510 | $16,357,000 | 5.02% |
| Patriot Wealth Management, Inc. | 230,603 | $22,122,000 | 4.27% |