ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 383 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,422,313 | -2.7% | 36,903 | -0.5% | 0.02% | -4.5% |
| Q1 2024 | $2,488,979 | +3.7% | 37,077 | -1.7% | 0.02% | -8.3% |
| Q4 2023 | $2,400,109 | +7.0% | 37,702 | -2.1% | 0.02% | 0.0% |
| 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% | – |
Download | ||||||
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% |