Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 182 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q3 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