ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 218 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.
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 | 585,357 | $83,367,000 | 22.87% |
| Legacy Advisors, LLC | 118,580 | $16,888,000 | 13.41% |
| Altus Wealth Management, LLC | 84,156 | $11,986,000 | 13.35% |
| IEQ CAPITAL, LLC | 970,334 | $138,195,000 | 8.97% |
| EVOKE WEALTH, LLC | 530,158 | $75,505,000 | 7.32% |
| Oakworth Capital, Inc. | 277,764 | $39,559,000 | 7.11% |
| Relative Value Partners Group, LLC | 437,696 | $62,337,000 | 6.54% |
| Financial Services Advisory Inc | 90,144 | $12,838,000 | 6.51% |
| Bell Bank | 213,579 | $30,418,000 | 5.65% |
| Ascension Capital Advisors, Inc. | 44,749 | $6,373,000 | 5.57% |