ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 312 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,145 | -4.9% | 19,638 | -0.3% | 0.04% | -4.3% |
| Q2 2023 | $1,204 | -2.4% | 19,700 | -3.5% | 0.05% | -11.5% |
| Q1 2023 | $1,234 | +5.1% | 20,404 | -2.7% | 0.05% | -1.9% |
| Q4 2022 | $1,174 | -99.9% | 20,967 | +16.0% | 0.05% | +20.5% |
| Q3 2022 | $873,000 | -10.6% | 18,075 | -0.5% | 0.04% | -6.4% |
| Q2 2022 | $976,000 | -12.2% | 18,159 | +4.0% | 0.05% | -6.0% |
| Q1 2022 | $1,111,000 | +0.5% | 17,455 | +6.7% | 0.05% | +2.0% |
| Q4 2021 | $1,105,000 | +1.4% | 16,352 | +0.2% | 0.05% | -10.9% |
| Q3 2021 | $1,090,000 | 0.0% | 16,315 | +1.0% | 0.06% | -1.8% |
| Q2 2021 | $1,090,000 | +9.3% | 16,156 | +4.7% | 0.06% | +3.7% |
| Q1 2021 | $997,000 | +5.6% | 15,427 | +0.7% | 0.05% | -3.6% |
| Q4 2020 | $944,000 | +15.8% | 15,318 | +1.5% | 0.06% | +1.8% |
| Q3 2020 | $815,000 | – | 15,096 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bank of Finland | 8,461,450 | $571,656,000 | 33.37% |
| TFC Financial Management, Inc. | 1,049,019 | $70,872,000 | 21.51% |
| WIPFLI FINANCIAL ADVISORS LLC, | 2,459,164 | $166,141,089,000 | 19.06% |
| Heritage Financial Services, LLC | 184,066 | $12,435,000 | 9.74% |
| Rock Creek Group, LP | 575,236 | $38,859,000 | 5.78% |
| Capital Asset Advisory Services LLC | 750,989 | $50,798,000 | 5.39% |
| Vantage Financial Partners, LLC | 197,141 | $13,319,000 | 5.21% |
| Divergent Wealth Advisors | 303,242 | $20,487,000 | 4.15% |
| BUCKINGHAM STRATEGIC PARTNERS, LLC | 246,561 | $16,660,000 | 3.48% |
| CarsonAllaria Wealth Management, Ltd. | 58,074 | $3,924,000 | 3.47% |