ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 84 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,783,648 | +22.9% | 72,877 | +25.6% | 0.03% | +14.3% |
| Q1 2024 | $3,893,553 | +17.2% | 58,000 | +11.2% | 0.03% | +7.7% |
| Q4 2023 | $3,321,807 | +15.5% | 52,180 | -30.9% | 0.03% | 0.0% |
| Q3 2023 | $2,875,643 | -1.6% | 75,478 | +62.6% | 0.03% | +4.0% |
| Q2 2023 | $2,921,121 | +6.4% | 46,430 | +2.2% | 0.02% | -3.8% |
| Q1 2023 | $2,746,400 | +16.3% | 45,418 | +3.8% | 0.03% | -78.2% |
| Q4 2022 | $2,362,175 | +40.6% | 43,765 | +25.8% | 0.12% | +526.3% |
| Q3 2022 | $1,680,000 | +1222.8% | 34,778 | +1294.5% | 0.02% | +850.0% |
| Q2 2020 | $127,000 | -48.0% | 2,494 | -40.5% | 0.00% | -50.0% |
| Q4 2019 | $244,000 | +6.6% | 4,190 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $229,000 | -49.1% | 4,190 | -49.0% | 0.00% | -50.0% |
| Q2 2019 | $450,000 | +1.1% | 8,217 | 0.0% | 0.01% | -11.1% |
| Q1 2019 | $445,000 | – | 8,217 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthStone, Inc. | 376,352 | $20,627,853,000 | 9.25% |
| Wealthquest Corp | 203,579 | $12,499,000 | 4.72% |
| KEMPER Corp | 425,689 | $23,332,000 | 3.43% |
| Columbus Macro, LLC | 264,243 | $14,483,000 | 3.11% |
| FDx Advisors, Inc. | 740,806 | $40,604,000 | 1.59% |
| Cornerstone Wealth Group, LLC | 93,321 | $5,115,000 | 1.38% |
| Northwest Capital Management Inc | 20,722 | $1,136,000 | 1.24% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 75,162 | $4,120,000 | 1.10% |
| MV CAPITAL MANAGEMENT, INC. | 77,475 | $4,246,000 | 0.98% |
| Global Strategic Investment Solutions, LLC | 33,575 | $1,840,000 | 0.93% |