SRS Capital Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 215 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$19,000
-13.6%
4030.0%0.00%0.0%
Q2 2022$22,000
-12.0%
403
+2.0%
0.00%0.0%
Q1 2022$25,000
-7.4%
395
+0.3%
0.00%0.0%
Q4 2021$27,000
+12.5%
394
+9.7%
0.00%0.0%
Q3 2021$24,0000.0%3590.0%0.00%0.0%
Q2 2021$24,000
+9.1%
3590.0%0.00%0.0%
Q4 2020$22,000
+15.8%
3590.0%0.00%0.0%
Q3 2020$19,000
+5.6%
3590.0%0.00%0.0%
Q2 2020$18,000
+12.5%
3590.0%0.00%
-25.0%
Q1 2020$16,0003590.00%
Other shareholders
ISHARES TR shareholders Q4 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