PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 222 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,341,000
-11.3%
27,752
-1.3%
0.09%
-11.3%
Q2 2022$1,511,000
-14.1%
28,114
+1.6%
0.11%
+6.0%
Q1 2022$1,760,000
-4.0%
27,663
+1.9%
0.10%
+4.2%
Q4 2021$1,834,00027,1520.10%
Other shareholders
ISHARES TR shareholders Q1 2022
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