Destination Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 312 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Destination Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$266,850
+1.1%
4,3660.0%0.01%0.0%
Q1 2023$264,012
+8.0%
4,3660.0%0.01%0.0%
Q4 2022$244,409
+15.8%
4,3660.0%0.01%
+11.1%
Q3 2022$211,000
-10.2%
4,3660.0%0.01%0.0%
Q2 2022$235,000
-15.5%
4,3660.0%0.01%
-10.0%
Q1 2022$278,000
-5.8%
4,3660.0%0.01%0.0%
Q4 2021$295,000
+1.0%
4,3660.0%0.01%
-9.1%
Q3 2021$292,000
-0.7%
4,3660.0%0.01%0.0%
Q2 2021$294,000
+4.3%
4,3660.0%0.01%
-8.3%
Q1 2021$282,000
+4.8%
4,3660.0%0.01%0.0%
Q4 2020$269,0004,3660.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bank of Finland 8,860,960$541,581,87533.09%
Ferguson Shapiro LLC 574,428$35,109,02522.98%
TFC Financial Management, Inc. 925,128$56,543,80413.90%
AAF Wealth Management, LLC 362,311$22,144,44113.74%
Standpoint Asset Management, LLC 471,200$28,799,7449.45%
AMARILLO NATIONAL BANK 747,831$45,707,4318.87%
Capital Asset Advisory Services LLC 1,762,681$110,008,9117.68%
DDFG, Inc 325,601$19,900,7037.32%
MCF Advisors LLC 1,246,739$76,200,6676.88%
BRIGGS ADVISORY GROUP, INC. 182,055$11,127,2086.21%
View complete list of ISHARES TR shareholders