ISHARES TR's ticker is LDEM and the CUSIP is 46436E601. A total of 38 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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 | 42,540 | $1,813,480 | 0.41% |
| Glass Jacobson Investment Advisors llc | 11,214 | $478,044 | 0.24% |
| W ADVISORS, LLC | 6,124 | $261,066 | 0.22% |
| Keebeck Wealth Management, LLC | 16,282 | $694,102 | 0.12% |
| Aprio Wealth Management, LLC | 7,829 | $333,741 | 0.12% |
| My Legacy Advisors, LLC | 5,113 | $239,851 | 0.10% |
| LGT Financial Advisors LLC | 1,655 | $70,553 | 0.08% |
| Addison Advisors LLC | 3,055 | $130,235 | 0.08% |
| WEALTHSOURCE PARTNERS, LLC | 25,990 | $1,107,954 | 0.08% |
| Fortis Capital Advisors, LLC | 2,550 | $108,707 | 0.06% |