J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 184 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

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 Q2 2021
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