OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 182 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$4,0000.0%750.0%0.00%0.0%
Q2 2022$4,000
-85.2%
75
-82.3%
0.00%
-81.8%
Q1 2022$27,000
-25.0%
423
-20.5%
0.01%
-21.4%
Q4 2021$36,000
+2.9%
532
+0.6%
0.01%
-6.7%
Q3 2021$35,000
-14.6%
529
-13.1%
0.02%
+15.4%
Q2 2021$41,000
-25.5%
609
-28.1%
0.01%
-18.8%
Q1 2021$55,000
+44.7%
847
+36.4%
0.02%
+33.3%
Q4 2020$38,000
+46.2%
621
+28.3%
0.01%
+33.3%
Q3 2020$26,000
+73.3%
484
+64.6%
0.01%
+80.0%
Q2 2020$15,000
+50.0%
294
+30.1%
0.01%
+25.0%
Q1 2020$10,000
-9.1%
226
+15.3%
0.00%
+33.3%
Q4 2019$11,0000.0%196
+1.0%
0.00%0.0%
Q3 2019$11,0000.0%1940.0%0.00%
-25.0%
Q2 2019$11,000
+10.0%
194
+2.1%
0.00%
+33.3%
Q1 2019$10,000
+11.1%
1900.0%0.00%0.0%
Q4 2018$9,0001900.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders