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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| TFC Financial Management, Inc. | 987,038 | $53,261,000 | 26.36% |
| Wealthsimple US, Ltd. | 236,661 | $12,770,000 | 8.50% |
| KEMPER Corp | 425,689 | $22,970,000 | 4.98% |
| Divergent Wealth Advisors | 259,892 | $14,024,000 | 3.79% |
| Global Strategic Investment Solutions, LLC | 222,457 | $12,004,000 | 3.05% |
| Clarius Group, LLC | 432,834 | $23,357,000 | 3.00% |
| Paracle Advisors, LLC | 242,072 | $13,062,000 | 2.82% |
| DeGreen Capital Management LLC | 99,896 | $5,390,000 | 2.38% |
| Vision Capital Management, Inc. | 160,180 | $8,643,000 | 1.82% |
| Columbus Macro, LLC | 108,835 | $5,873,000 | 1.80% |