ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 226 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,812,848 | +11.8% | 27,618 | +14.4% | 0.66% | +11.4% |
| Q1 2024 | $1,621,310 | +15.9% | 24,152 | +9.9% | 0.60% | +10.4% |
| Q4 2023 | $1,398,660 | -3.4% | 21,971 | -11.5% | 0.54% | -11.2% |
| Q3 2023 | $1,447,251 | +61.2% | 24,833 | +69.0% | 0.61% | +65.5% |
| Q2 2023 | $898,019 | +24.5% | 14,693 | +23.2% | 0.37% | +15.4% |
| Q1 2023 | $721,430 | +6.9% | 11,930 | -1.0% | 0.32% | 0.0% |
| Q4 2022 | $674,636 | -36.5% | 12,051 | -45.2% | 0.32% | -40.7% |
| Q3 2022 | $1,062,000 | -39.6% | 21,989 | -32.8% | 0.54% | -36.1% |
| Q2 2022 | $1,758,000 | – | 32,720 | – | 0.84% | – |
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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% |