Clean Yield Group - 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
Clean Yield Group ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$72,427
+1.1%
1,1850.0%0.03%
-3.2%
Q1 2023$71,657
+8.0%
1,1850.0%0.03%
+10.7%
Q4 2022$66,336
-37.4%
1,185
-45.8%
0.03%
-42.9%
Q3 2022$106,000
-9.4%
2,1850.0%0.05%
+2.1%
Q2 2022$117,000
-15.8%
2,1850.0%0.05%
-2.0%
Q1 2022$139,000
-6.1%
2,1850.0%0.05%
+4.3%
Q4 2021$148,000
+1.4%
2,1850.0%0.05%
-2.1%
Q3 2021$146,000
-32.1%
2,185
-31.4%
0.05%
-34.2%
Q2 2021$215,000
-29.0%
3,185
-32.0%
0.07%
-36.0%
Q1 2021$303,000
+4.8%
4,6850.0%0.11%
+9.6%
Q4 2020$289,0004,6850.10%
Other shareholders
ISHARES TR shareholders Q1 2021
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