ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 182 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,186,756 | +18.7% | 20,363 | +24.4% | 0.11% | +25.6% |
| Q2 2023 | $1,000,107 | +58.1% | 16,363 | +56.4% | 0.09% | +48.3% |
| Q1 2023 | $632,577 | +27.4% | 10,461 | +17.9% | 0.06% | +18.4% |
| Q4 2022 | $496,655 | +83.3% | 8,872 | +58.2% | 0.05% | +81.5% |
| Q3 2022 | $271,000 | +137.7% | 5,608 | +163.7% | 0.03% | +145.5% |
| Q2 2022 | $114,000 | -32.9% | 2,127 | -20.3% | 0.01% | 0.0% |
| Q1 2022 | $170,000 | +3.7% | 2,670 | +10.3% | 0.01% | +10.0% |
| Q4 2021 | $164,000 | +53.3% | 2,421 | +51.4% | 0.01% | +42.9% |
| Q3 2021 | $107,000 | +84.5% | 1,599 | +40.9% | 0.01% | +40.0% |
| Q2 2020 | $58,000 | – | 1,135 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TFC Financial Management, Inc. | 987,038 | $53,261,000 | 26.36% |
| Wealthsimple US, Ltd. | 236,661 | $12,770,000 | 8.50% |
| KEMPER Corp | 425,689 | $22,970,000 | 4.98% |
| Divergent Wealth Advisors | 259,892 | $14,024,000 | 3.79% |
| Global Strategic Investment Solutions, LLC | 222,457 | $12,004,000 | 3.05% |
| Clarius Group, LLC | 432,834 | $23,357,000 | 3.00% |
| Paracle Advisors, LLC | 242,072 | $13,062,000 | 2.82% |
| DeGreen Capital Management LLC | 99,896 | $5,390,000 | 2.38% |
| Vision Capital Management, Inc. | 160,180 | $8,643,000 | 1.82% |
| Columbus Macro, LLC | 108,835 | $5,873,000 | 1.80% |