HALBERT HARGROVE GLOBAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 157 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
HALBERT HARGROVE GLOBAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$272,000
-14.5%
5,066
+1.4%
0.02%
-4.8%
Q1 2022$318,000
-8.6%
4,994
-3.0%
0.02%
-4.5%
Q4 2021$348,000
-3.1%
5,149
-4.2%
0.02%
-12.0%
Q3 2021$359,000
-17.8%
5,377
-17.1%
0.02%
-13.8%
Q2 2021$437,000
+5.3%
6,484
+0.9%
0.03%
-3.3%
Q1 2021$415,000
+1.5%
6,426
-3.1%
0.03%
-3.2%
Q4 2020$409,000
-10.9%
6,634
-22.0%
0.03%
-29.5%
Q3 2020$459,0008,5060.04%
Other shareholders
ISHARES TR shareholders Q1 2021
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