ISHARES TR's ticker is LDEM and the CUSIP is 46436E601. A total of 27 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $284,316 | +1.5% | 6,352 | +7.6% | 0.02% | -9.1% |
| Q2 2022 | $280,000 | -35.6% | 5,905 | -26.9% | 0.02% | -24.1% |
| Q1 2022 | $435,000 | +39.0% | 8,075 | +48.5% | 0.03% | +45.0% |
| Q4 2021 | $313,000 | -25.3% | 5,438 | -20.7% | 0.02% | -28.6% |
| Q3 2021 | $419,000 | +58.7% | 6,856 | +71.1% | 0.03% | +47.4% |
| Q2 2021 | $264,000 | +10.0% | 4,006 | +5.1% | 0.02% | 0.0% |
| Q1 2021 | $240,000 | – | 3,813 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Wealth Advisors, LLC | 43,837 | $1,875,272 | 0.42% |
| Values Added Financial LLC | 9,950 | $425,644 | 0.39% |
| ONE Advisory Partners, LLC | 9,125 | $390,352 | 0.23% |
| Keebeck Wealth Management, LLC | 28,813 | $1,232,571 | 0.22% |
| Glass Jacobson Investment Advisors llc | 8,985 | $384,356 | 0.18% |
| W ADVISORS, LLC | 4,788 | $204,823 | 0.17% |
| TCWP LLC | 5,124 | $219,187 | 0.17% |
| My Legacy Advisors, LLC | 6,353 | $266,381 | 0.11% |
| High Falls Advisors, Inc | 8,197 | $350,654 | 0.10% |
| WEALTHSOURCE PARTNERS, LLC | 33,305 | $1,424,731 | 0.10% |