NORTHWEST WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 386 filers reported holding ISHARES TR in Q1 2024. 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
Q2 2024$8,823,940
+23.0%
134,429
+25.7%
2.28%
+16.1%
Q1 2024$7,176,477
+15.1%
106,904
+9.2%
1.97%
+4.8%
Q4 2023$6,234,071
+26.6%
97,928
+15.9%
1.88%
+5.9%
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 Q1 2024
NameSharesValueWeighting ↓
Bank of Finland 7,330,305$481,161,22030.69%
TFC Financial Management, Inc. 1,383,454$90,809,89515.92%
AAF Wealth Management, LLC 365,305$23,978,62712.46%
Delap Wealth Advisory, LLC 340,680$22,362,29410.29%
AMARILLO NATIONAL BANK 796,377$52,274,1869.94%
Standpoint Asset Management, LLC 573,900$37,670,7968.61%
DDFG, Inc 403,996$26,518,3268.19%
Klaas Financial Asset Advisors, LLC 647,790$42,520,9367.80%
Fortitude Family Office, LLC 199,573$13,099,9537.43%
MCF Advisors LLC 1,452,208$95,322,9537.22%
View complete list of ISHARES TR shareholders