ISHARES TR's ticker is LDEM and the CUSIP is 46436E601. A total of 35 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,424,731 | +16.0% | 33,305 | +21.4% | 0.10% | +19.8% |
| Q2 2023 | $1,227,722 | -4.0% | 27,429 | -2.4% | 0.08% | -6.9% |
| Q1 2023 | $1,279,347 | +15.5% | 28,099 | +8.1% | 0.09% | +11.5% |
| Q4 2022 | $1,107,954 | -26.4% | 25,990 | -29.7% | 0.08% | -29.7% |
| Q3 2022 | $1,506,000 | -25.0% | 36,948 | -12.7% | 0.11% | -24.5% |
| Q2 2022 | $2,009,000 | -35.4% | 42,342 | -26.6% | 0.15% | -29.7% |
| Q1 2022 | $3,108,000 | +99.1% | 57,684 | +112.8% | 0.21% | +67.2% |
| Q4 2021 | $1,561,000 | +111.5% | 27,112 | +141.7% | 0.12% | +89.4% |
| Q2 2021 | $738,000 | +5.6% | 11,217 | +1.0% | 0.07% | -5.7% |
| Q1 2021 | $699,000 | – | 11,110 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Wealth Advisors, LLC | 43,837 | $1,875,272 | 0.42% |
| Values Added Financial LLC | 9,950 | $425,644 | 0.39% |
| ONE Advisory Partners, LLC | 9,125 | $390,352 | 0.23% |
| Keebeck Wealth Management, LLC | 28,813 | $1,232,571 | 0.22% |
| Glass Jacobson Investment Advisors llc | 8,985 | $384,356 | 0.18% |
| W ADVISORS, LLC | 4,788 | $204,823 | 0.17% |
| TCWP LLC | 5,124 | $219,187 | 0.17% |
| My Legacy Advisors, LLC | 6,353 | $266,381 | 0.11% |
| High Falls Advisors, Inc | 8,197 | $350,654 | 0.10% |
| WEALTHSOURCE PARTNERS, LLC | 33,305 | $1,424,731 | 0.10% |