ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 139 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,243,489 | -6.1% | 38,495 | -1.5% | 0.02% | -4.0% |
| Q2 2023 | $2,388,508 | +0.6% | 39,079 | -0.4% | 0.02% | -7.4% |
| Q1 2023 | $2,373,542 | +6.8% | 39,254 | -1.1% | 0.03% | +3.8% |
| Q4 2022 | $2,222,997 | -25.9% | 39,706 | -36.0% | 0.03% | -33.3% |
| Q3 2022 | $2,998,000 | -11.0% | 62,053 | -1.0% | 0.04% | -7.1% |
| Q2 2022 | $3,367,000 | -14.7% | 62,661 | +1.0% | 0.04% | -2.3% |
| Q1 2022 | $3,946,000 | -4.5% | 62,012 | +1.4% | 0.04% | -2.3% |
| Q4 2021 | $4,131,000 | +2.0% | 61,146 | +0.9% | 0.04% | -6.4% |
| Q3 2021 | $4,051,000 | -1.2% | 60,623 | -0.2% | 0.05% | -2.1% |
| Q2 2021 | $4,099,000 | +10.7% | 60,768 | +6.0% | 0.05% | +2.1% |
| Q1 2021 | $3,702,000 | +5.8% | 57,306 | +1.0% | 0.05% | -11.3% |
| Q4 2020 | $3,498,000 | +10.6% | 56,752 | -3.2% | 0.05% | -3.6% |
| Q3 2020 | $3,163,000 | +7.8% | 58,622 | +2.1% | 0.06% | 0.0% |
| Q2 2020 | $2,935,000 | – | 57,425 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bank of Finland | 8,461,450 | $571,656,000 | 33.37% |
| TFC Financial Management, Inc. | 1,049,019 | $70,872,000 | 21.51% |
| WIPFLI FINANCIAL ADVISORS LLC, | 2,459,164 | $166,141,089,000 | 19.06% |
| Heritage Financial Services, LLC | 184,066 | $12,435,000 | 9.74% |
| Rock Creek Group, LP | 575,236 | $38,859,000 | 5.78% |
| Capital Asset Advisory Services LLC | 750,989 | $50,798,000 | 5.39% |
| Vantage Financial Partners, LLC | 197,141 | $13,319,000 | 5.21% |
| Divergent Wealth Advisors | 303,242 | $20,487,000 | 4.15% |
| BUCKINGHAM STRATEGIC PARTNERS, LLC | 246,561 | $16,660,000 | 3.48% |
| CarsonAllaria Wealth Management, Ltd. | 58,074 | $3,924,000 | 3.47% |