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 | $490,256 | -5.9% | 8,412 | -1.4% | 0.34% | -7.4% |
| Q2 2023 | $521,257 | -6.1% | 8,528 | -7.1% | 0.36% | -1.1% |
| Q1 2023 | $555,054 | +8.3% | 9,179 | +0.3% | 0.37% | +3.1% |
| Q4 2022 | $512,405 | +1.7% | 9,153 | -12.3% | 0.36% | -12.5% |
| Q3 2022 | $504,000 | +76.8% | 10,436 | +96.7% | 0.41% | +101.5% |
| Q2 2022 | $285,000 | -5.9% | 5,306 | +11.4% | 0.20% | +9.7% |
| Q1 2022 | $303,000 | +12.2% | 4,762 | +19.1% | 0.18% | +14.2% |
| Q4 2021 | $270,000 | +21.6% | 3,997 | +20.5% | 0.16% | +17.4% |
| Q3 2021 | $222,000 | – | 3,318 | – | 0.14% | – |
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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% |