Evensky & Katz LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 182 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,984
-17.7%
51,200
-13.7%
0.26%
-7.3%
Q2 2023$3,627
-1.5%
59,350
-2.5%
0.28%
-7.4%
Q1 2023$3,683
-27.2%
60,900
-32.7%
0.30%
-34.9%
Q4 2022$5,062
-99.9%
90,429
+0.5%
0.46%
-11.5%
Q3 2022$4,348,000
-39.7%
89,993
-32.9%
0.52%
-37.4%
Q2 2022$7,210,000
-38.8%
134,168
-27.5%
0.82%
-29.4%
Q1 2022$11,783,000
-6.7%
185,173
-1.0%
1.16%
-4.3%
Q4 2021$12,634,000
+10.9%
187,002
+9.7%
1.22%
+2.3%
Q3 2021$11,389,000
+4.4%
170,448
+5.4%
1.19%
+7.0%
Q2 2021$10,904,000
+6.8%
161,667
+2.3%
1.11%
-1.5%
Q1 2021$10,210,000
+23.2%
158,043
+17.5%
1.13%
+10.1%
Q4 2020$8,289,000
+30.2%
134,494
+14.0%
1.02%
+18.8%
Q3 2020$6,364,000
+22.5%
117,948
+16.0%
0.86%
+15.1%
Q2 2020$5,197,000101,6760.75%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders