ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 139 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $159,686 | -22.5% | 2,613 | -23.3% | 0.02% | 0.0% |
| Q1 2023 | $206,122 | -6.1% | 3,409 | -5.4% | 0.02% | +53.3% |
| Q4 2022 | $219,436 | -29.9% | 3,605 | -31.6% | 0.02% | -31.8% |
| Q1 2022 | $313,000 | -10.1% | 5,272 | -1.5% | 0.02% | -4.3% |
| Q4 2021 | $348,000 | -4.9% | 5,353 | -0.4% | 0.02% | -4.2% |
| Q3 2021 | $366,000 | -5.4% | 5,372 | -3.9% | 0.02% | -11.1% |
| Q2 2021 | $387,000 | +4.6% | 5,592 | +0.4% | 0.03% | -6.9% |
| Q1 2021 | $370,000 | +8.5% | 5,572 | +2.8% | 0.03% | 0.0% |
| Q4 2020 | $341,000 | +9.3% | 5,419 | 0.0% | 0.03% | -3.3% |
| Q3 2020 | $312,000 | +4.7% | 5,419 | 0.0% | 0.03% | -3.2% |
| Q2 2020 | $298,000 | – | 5,419 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bank of Finland | 8,461,450 | $571,656,000 | 33.37% |
| TFC Financial Management, Inc. | 1,049,019 | $70,872,000 | 21.51% |
| WIPFLI FINANCIAL ADVISORS LLC, | 2,459,164 | $166,141,089,000 | 19.06% |
| Heritage Financial Services, LLC | 184,066 | $12,435,000 | 9.74% |
| Rock Creek Group, LP | 575,236 | $38,859,000 | 5.78% |
| Capital Asset Advisory Services LLC | 750,989 | $50,798,000 | 5.39% |
| Vantage Financial Partners, LLC | 197,141 | $13,319,000 | 5.21% |
| Divergent Wealth Advisors | 303,242 | $20,487,000 | 4.15% |
| BUCKINGHAM STRATEGIC PARTNERS, LLC | 246,561 | $16,660,000 | 3.48% |
| CarsonAllaria Wealth Management, Ltd. | 58,074 | $3,924,000 | 3.47% |