HALBERT HARGROVE GLOBAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 230 filers reported holding ISHARES TR in Q2 2022. 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 Q2 2022
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders