CHOREO, LLC - ISHARES TR ownership

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
CHOREO, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$391,900
-4.6%
6,7240.0%0.01%0.0%
Q2 2023$410,997
+1.3%
6,724
+0.2%
0.01%0.0%
Q1 2023$405,870
+20.8%
6,712
+11.9%
0.01%
-17.6%
Q4 2022$335,880
+15.8%
6,0000.0%0.02%0.0%
Q3 2022$290,000
-9.9%
6,0000.0%0.02%
-5.6%
Q2 2022$322,000
-15.7%
6,0000.0%0.02%
-5.3%
Q1 2022$382,000
-5.7%
6,0000.0%0.02%
-5.0%
Q4 2021$405,000
+1.0%
6,0000.0%0.02%
-4.8%
Q3 2021$401,000
-1.0%
6,0000.0%0.02%
-4.5%
Q2 2021$405,000
+4.4%
6,0000.0%0.02%
-12.0%
Q1 2021$388,000
+4.9%
6,0000.0%0.02%
-3.8%
Q4 2020$370,000
+14.2%
6,0000.0%0.03%
-3.7%
Q3 2020$324,000
+5.5%
6,0000.0%0.03%
-10.0%
Q2 2020$307,000
+15.4%
6,0000.0%0.03%
-9.1%
Q1 2020$266,0006,0000.03%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders