WEALTH ENHANCEMENT ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 222 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,398,991
+39.2%
229,907
+46.0%
0.04%
-57.7%
Q2 2023$9,627,073
-35.5%
157,511
-36.1%
0.10%
-40.2%
Q1 2023$14,915,998
-6.7%
246,668
-6.5%
0.17%
-15.5%
Q4 2022$15,980,424
+37.9%
263,921
+11.6%
0.21%
+24.1%
Q3 2022$11,592,000
+10.2%
236,533
+20.7%
0.17%
+12.9%
Q2 2022$10,520,000
-7.9%
195,926
+10.6%
0.15%
-4.5%
Q1 2022$11,417,000
+1738.5%
177,199
+1756.7%
0.15%
+1611.1%
Q4 2021$621,0009,5440.01%
Other shareholders
ISHARES TR shareholders Q1 2022
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