SIGMA INVESTMENT COUNSELORS INC - ISHARES TR ownership

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
SIGMA INVESTMENT COUNSELORS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,617,562
-11.2%
27,755
-6.8%
0.12%
-9.0%
Q2 2023$1,821,036
-0.9%
29,794
-1.9%
0.13%
-6.3%
Q1 2023$1,837,140
+2.3%
30,381
-5.3%
0.14%
-3.4%
Q4 2022$1,796,678
-8.7%
32,095
-21.2%
0.15%
-11.9%
Q3 2022$1,967,000
+11.6%
40,719
+24.2%
0.17%
+16.7%
Q2 2022$1,762,000
-12.6%
32,790
+3.5%
0.14%
-0.7%
Q1 2022$2,016,000
-11.9%
31,687
-6.4%
0.14%
-9.4%
Q4 2021$2,288,000
-0.1%
33,860
-1.2%
0.16%
-5.9%
Q3 2021$2,290,000
-4.3%
34,265
-3.4%
0.17%
-5.0%
Q2 2021$2,393,000
+2.4%
35,475
-1.9%
0.18%
-5.8%
Q1 2021$2,336,000
+0.2%
36,160
-4.4%
0.19%
-5.5%
Q4 2020$2,332,000
+283.6%
37,835
+235.9%
0.20%
+70.3%
Q3 2020$608,000
-72.9%
11,265
-74.3%
0.12%
-50.4%
Q2 2020$2,240,000
-13.4%
43,820
-24.9%
0.24%
-27.9%
Q1 2020$2,586,000
-48.3%
58,355
-32.1%
0.33%
-37.0%
Q4 2019$5,001,000
+5.8%
85,980
-0.7%
0.52%
-2.6%
Q3 2019$4,728,000
-0.7%
86,565
-0.4%
0.54%
-3.9%
Q2 2019$4,763,000
+1.6%
86,900
+0.4%
0.56%
-2.6%
Q1 2019$4,688,000
+11.1%
86,570
+0.2%
0.58%
-2.0%
Q4 2018$4,221,00086,4000.59%
Other shareholders
ISHARES TR shareholders Q4 2020
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