Legacy Private Trust Co. - 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
Legacy Private Trust Co. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,736,701
-7.5%
115,592
-3.0%
0.58%
-3.7%
Q2 2023$7,281,103
+4.4%
119,128
+3.3%
0.60%
+1.3%
Q1 2023$6,971,949
+8.8%
115,296
+0.7%
0.59%
+2.6%
Q4 2022$6,406,799
+25.6%
114,448
+8.4%
0.58%
+19.6%
Q3 2022$5,100,000
+3.8%
105,558
+15.5%
0.48%
+10.0%
Q2 2022$4,911,000
-18.1%
91,380
-3.1%
0.44%
-5.6%
Q1 2022$5,998,000
-3.8%
94,260
+2.1%
0.47%
-0.4%
Q4 2021$6,236,000
+1.1%
92,299
+0.0%
0.47%
-6.2%
Q3 2021$6,166,000
-3.5%
92,284
-2.6%
0.50%
-7.2%
Q2 2021$6,388,000
+0.8%
94,703
-3.5%
0.54%
-5.9%
Q1 2021$6,340,000
+4.8%
98,143
+0.0%
0.57%
+0.2%
Q4 2020$6,047,000
+2.7%
98,117
-10.1%
0.57%
-6.1%
Q3 2020$5,886,000
+10.3%
109,085
+4.5%
0.61%
+3.4%
Q2 2020$5,335,000
-4.4%
104,374
-17.2%
0.59%
-18.9%
Q1 2020$5,582,000
+81.8%
125,980
+138.7%
0.72%
+125.9%
Q4 2019$3,070,000
+3.1%
52,780
-3.2%
0.32%
-3.6%
Q3 2019$2,979,000
-3.6%
54,535
-3.3%
0.33%
-5.4%
Q2 2019$3,091,000
-18.8%
56,386
-19.8%
0.35%
-22.0%
Q1 2019$3,806,000
-71.6%
70,287
-74.4%
0.45%
-73.9%
Q4 2018$13,386,000274,0311.73%
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