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 8,471,570$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