ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 383 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,171,206 | -2.7% | 17,843 | +0.0% | 0.33% | -4.8% |
| Q1 2024 | $1,203,462 | +8.1% | 17,837 | 0.0% | 0.35% | +5.1% |
| Q4 2023 | $1,113,742 | +7.1% | 17,837 | 0.0% | 0.33% | -1.8% |
| Q3 2023 | $1,039,540 | -4.6% | 17,837 | 0.0% | 0.34% | +1.2% |
| Q2 2023 | $1,090,197 | -1.0% | 17,837 | -2.1% | 0.34% | +0.9% |
| Q1 2023 | $1,101,280 | +1.8% | 18,212 | -2.0% | 0.33% | +24.3% |
| Q4 2022 | $1,081,287 | +73.6% | 18,582 | +46.2% | 0.27% | +59.5% |
| Q3 2022 | $623,000 | -8.8% | 12,710 | 0.0% | 0.17% | -5.6% |
| Q2 2022 | $683,000 | -6.8% | 12,710 | 0.0% | 0.18% | -6.8% |
| Q1 2022 | $733,000 | -15.8% | 12,710 | -1.4% | 0.19% | -5.4% |
| Q4 2021 | $871,000 | +1.2% | 12,890 | 0.0% | 0.20% | +8.0% |
| Q3 2021 | $861,000 | -3.9% | 12,890 | 0.0% | 0.19% | +3.9% |
| Q2 2021 | $896,000 | +2.4% | 12,890 | 0.0% | 0.18% | +4.0% |
| Q1 2021 | $875,000 | +7.5% | 12,890 | -2.4% | 0.17% | -0.6% |
| Q4 2020 | $814,000 | +5.6% | 13,210 | 0.0% | 0.17% | +1.8% |
| Q3 2020 | $771,000 | +5.6% | 13,210 | 0.0% | 0.17% | +12.5% |
| Q2 2020 | $730,000 | +6.9% | 13,210 | -14.4% | 0.15% | -1.3% |
| Q1 2020 | $683,000 | -51.6% | 15,425 | -36.4% | 0.15% | -54.8% |
| Q4 2019 | $1,411,000 | +5.3% | 24,265 | -1.1% | 0.34% | +7.6% |
| Q3 2019 | $1,340,000 | -17.2% | 24,540 | -16.9% | 0.32% | -25.1% |
| Q2 2019 | $1,619,000 | -28.9% | 29,540 | -29.8% | 0.42% | -33.2% |
| Q1 2019 | $2,277,000 | +616.0% | 42,055 | +546.5% | 0.63% | +362.0% |
| Q4 2018 | $318,000 | – | 6,505 | – | 0.14% | – |
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% |