ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 282 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,114,133 | -2.2% | 32,208 | 0.0% | 0.07% | -2.9% |
| Q1 2024 | $2,162,123 | +7.0% | 32,208 | +1.4% | 0.07% | -9.1% |
| Q4 2023 | $2,021,205 | -4.9% | 31,750 | -12.9% | 0.08% | -13.5% |
| Q3 2023 | $2,124,680 | -4.9% | 36,456 | -0.3% | 0.09% | 0.0% |
| Q2 2023 | $2,233,840 | +0.3% | 36,548 | -0.8% | 0.09% | -1.1% |
| Q1 2023 | $2,228,078 | +6.2% | 36,846 | -1.7% | 0.09% | +8.4% |
| Q4 2022 | $2,098,578 | +3.8% | 37,488 | -10.4% | 0.08% | -8.8% |
| Q3 2022 | $2,021,000 | – | 41,844 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthStone, Inc. | 376,352 | $20,627,853,000 | 9.25% |
| Wealthquest Corp | 203,579 | $12,499,000 | 4.72% |
| KEMPER Corp | 425,689 | $23,332,000 | 3.43% |
| Columbus Macro, LLC | 264,243 | $14,483,000 | 3.11% |
| FDx Advisors, Inc. | 740,806 | $40,604,000 | 1.59% |
| Cornerstone Wealth Group, LLC | 93,321 | $5,115,000 | 1.38% |
| Northwest Capital Management Inc | 20,722 | $1,136,000 | 1.24% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 75,162 | $4,120,000 | 1.10% |
| MV CAPITAL MANAGEMENT, INC. | 77,475 | $4,246,000 | 0.98% |
| Global Strategic Investment Solutions, LLC | 33,575 | $1,840,000 | 0.93% |