Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 70 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$963,619
+3.6%
14,432
+1.6%
0.04%
-7.5%
Q1 2024$930,014
+4.3%
14,199
+0.0%
0.04%
-2.4%
Q4 2023$891,584
+13.1%
14,193
+1.2%
0.04%
-4.7%
Q3 2023$788,346
+99.7%
14,030
+117.1%
0.04%
+104.8%
Q2 2023$394,828
-13.5%
6,462
-11.8%
0.02%
-22.2%
Q1 2023$456,597
+35.1%
7,329
+31.7%
0.03%
+28.6%
Q4 2022$337,846
+29.4%
5,564
+12.0%
0.02%
+10.5%
Q3 2022$261,000
-73.7%
4,969
-71.7%
0.02%
-73.6%
Q2 2022$994,000
-1.4%
17,549
+0.2%
0.07%
-6.5%
Q1 2022$1,008,000
-10.3%
17,521
+0.8%
0.08%
-3.8%
Q4 2021$1,124,000
-5.7%
17,379
+1.3%
0.08%
-4.8%
Q3 2021$1,192,000
-46.6%
17,150
-47.9%
0.08%
+1.2%
Q2 2021$2,232,000
+113.8%
32,904
+112.7%
0.08%
-3.5%
Q1 2021$1,044,000
+48.9%
15,467
+40.0%
0.09%
+30.3%
Q4 2020$701,000
+55.8%
11,045
+25.4%
0.07%
-1.5%
Q4 2018$450,0008,8090.07%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
WealthStone, Inc. 376,352$20,627,853,0009.25%
Wealthquest Corp 203,579$12,499,0004.72%
KEMPER Corp 425,689$23,332,0003.43%
Columbus Macro, LLC 264,243$14,483,0003.11%
FDx Advisors, Inc. 740,806$40,604,0001.59%
Cornerstone Wealth Group, LLC 93,321$5,115,0001.38%
Northwest Capital Management Inc 20,722$1,136,0001.24%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 75,162$4,120,0001.10%
MV CAPITAL MANAGEMENT, INC. 77,475$4,246,0000.98%
Global Strategic Investment Solutions, LLC 33,575$1,840,0000.93%
View complete list of ISHARES TR shareholders