Evensky & Katz LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 226 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,305
-2.3%
50,348
-0.1%
0.23%
-3.8%
Q1 2024$3,384
+3.7%
50,411
-1.6%
0.24%
-2.4%
Q4 2023$3,263
+9.3%
51,249
+0.1%
0.24%
-3.9%
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 2022
NameSharesValueWeighting ↓
WealthStone, Inc. 376,352$20,627,853,0009.25%
Wealthquest Corp 203,579$12,499,0004.72%
KEMPER Corp 425,689$23,332,0003.43%
Columbus Macro, LLC 264,243$14,483,0003.11%
FDx Advisors, Inc. 740,806$40,604,0001.59%
Cornerstone Wealth Group, LLC 93,321$5,115,0001.38%
Northwest Capital Management Inc 20,722$1,136,0001.24%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 75,162$4,120,0001.10%
MV CAPITAL MANAGEMENT, INC. 77,475$4,246,0000.98%
Global Strategic Investment Solutions, LLC 33,575$1,840,0000.93%
View complete list of ISHARES TR shareholders