ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 311 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,111,861 | -3.7% | 47,408 | -1.5% | 0.64% | -3.4% |
| Q1 2024 | $3,231,840 | +2.2% | 48,143 | -3.1% | 0.67% | -3.0% |
| Q4 2023 | $3,163,329 | +6.9% | 49,691 | -2.1% | 0.69% | +1.0% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthStone, Inc. | 376,352 | $20,627,853,000 | 9.25% |
| Wealthquest Corp | 203,579 | $12,499,000 | 4.72% |
| KEMPER Corp | 425,689 | $23,332,000 | 3.43% |
| Columbus Macro, LLC | 264,243 | $14,483,000 | 3.11% |
| FDx Advisors, Inc. | 740,806 | $40,604,000 | 1.59% |
| Cornerstone Wealth Group, LLC | 93,321 | $5,115,000 | 1.38% |
| Northwest Capital Management Inc | 20,722 | $1,136,000 | 1.24% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 75,162 | $4,120,000 | 1.10% |
| MV CAPITAL MANAGEMENT, INC. | 77,475 | $4,246,000 | 0.98% |
| Global Strategic Investment Solutions, LLC | 33,575 | $1,840,000 | 0.93% |