NORTHWEST WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 312 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
NORTHWEST WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,923,742
+3.2%
84,484
+8.3%
1.77%
+2.5%
Q2 2023$4,769,785
+10.7%
78,040
+9.6%
1.73%
+5.1%
Q1 2023$4,306,974
+19.4%
71,225
+10.5%
1.64%
+6.5%
Q4 2022$3,606,734
+31.2%
64,429
+13.2%
1.54%
+27.1%
Q3 2022$2,750,000
+20.4%
56,916
+33.9%
1.22%
+22.7%
Q2 2022$2,284,000
+155.8%
42,498
+202.9%
0.99%
+126.5%
Q1 2022$893,000
+67.9%
14,029
+78.2%
0.44%
+76.9%
Q4 2021$532,0007,8710.25%
Other shareholders
ISHARES TR shareholders Q3 2023
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