J.W. COLE ADVISORS, INC. - 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
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$447,785
-10.6%
7,405
-17.2%
0.03%
-17.9%
Q4 2022$500,745
+63.1%
8,945
+85.2%
0.04%
+85.7%
Q1 2022$307,000
-10.2%
4,830
-4.5%
0.02%
-4.5%
Q4 2021$342,000
+2.4%
5,060
+2.2%
0.02%
-15.4%
Q2 2021$334,000
+13.6%
4,952
+8.6%
0.03%
-7.1%
Q1 2021$294,000
-8.7%
4,559
-12.7%
0.03%
-15.2%
Q4 2020$322,0005,2250.03%
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