CHOREO, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 184 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
CHOREO, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$511,985
-0.2%
7,788
+1.9%
0.01%
-30.8%
Q1 2024$513,227
+12.1%
7,645
+6.3%
0.01%
+8.3%
Q4 2023$457,924
+16.8%
7,193
+7.0%
0.01%
-14.3%
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 Q2 2021
NameSharesValueWeighting ↓
WealthStone, Inc. 376,352$20,627,853,0009.25%
Wealthquest Corp 203,579$12,499,0004.72%
KEMPER Corp 425,689$23,332,0003.43%
Columbus Macro, LLC 264,243$14,483,0003.11%
FDx Advisors, Inc. 740,806$40,604,0001.59%
Cornerstone Wealth Group, LLC 93,321$5,115,0001.38%
Northwest Capital Management Inc 20,722$1,136,0001.24%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 75,162$4,120,0001.10%
MV CAPITAL MANAGEMENT, INC. 77,475$4,246,0000.98%
Global Strategic Investment Solutions, LLC 33,575$1,840,0000.93%
View complete list of ISHARES TR shareholders