ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 308 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,959,050 | -9.3% | 50,773 | -4.8% | 0.68% | -4.2% |
| Q2 2023 | $3,261,119 | +4.4% | 53,356 | -4.4% | 0.71% | +0.6% |
| Q4 2022 | $3,124,132 | +20.4% | 55,808 | +3.9% | 0.71% | +9.9% |
| Q3 2022 | $2,595,000 | +16.4% | 53,706 | +29.4% | 0.64% | +24.8% |
| Q2 2022 | $2,230,000 | -0.6% | 41,503 | +17.7% | 0.52% | +11.4% |
| Q1 2022 | $2,244,000 | -4.3% | 35,270 | +1.6% | 0.46% | -0.2% |
| Q4 2021 | $2,345,000 | +1.8% | 34,709 | +0.7% | 0.46% | -2.5% |
| Q3 2021 | $2,304,000 | -1.8% | 34,478 | -0.9% | 0.48% | -3.6% |
| Q2 2021 | $2,346,000 | +4.1% | 34,785 | -0.3% | 0.49% | -1.8% |
| Q1 2021 | $2,254,000 | +17.0% | 34,895 | -2.2% | 0.50% | -7.7% |
| Q3 2020 | $1,926,000 | +8.1% | 35,688 | +2.4% | 0.54% | -1.3% |
| Q2 2020 | $1,781,000 | +27.7% | 34,850 | +10.7% | 0.55% | +7.6% |
| Q1 2020 | $1,395,000 | -6.4% | 31,487 | +23.0% | 0.51% | +14.0% |
| Q4 2019 | $1,490,000 | +7.9% | 25,606 | +1.3% | 0.45% | +0.4% |
| Q3 2019 | $1,381,000 | -4.2% | 25,277 | -3.9% | 0.45% | -6.5% |
| Q2 2019 | $1,442,000 | – | 26,305 | – | 0.48% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TFC Financial Management, Inc. | 987,038 | $53,261,000 | 26.36% |
| Wealthsimple US, Ltd. | 236,661 | $12,770,000 | 8.50% |
| KEMPER Corp | 425,689 | $22,970,000 | 4.98% |
| Divergent Wealth Advisors | 259,892 | $14,024,000 | 3.79% |
| Global Strategic Investment Solutions, LLC | 222,457 | $12,004,000 | 3.05% |
| Clarius Group, LLC | 432,834 | $23,357,000 | 3.00% |
| Paracle Advisors, LLC | 242,072 | $13,062,000 | 2.82% |
| DeGreen Capital Management LLC | 99,896 | $5,390,000 | 2.38% |
| Vision Capital Management, Inc. | 160,180 | $8,643,000 | 1.82% |
| Columbus Macro, LLC | 108,835 | $5,873,000 | 1.80% |