ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $438,382 | -36.5% | 7,522 | -33.4% | 0.14% | -35.4% |
| Q2 2023 | $690,261 | +7.3% | 11,288 | +9.1% | 0.21% | +12.8% |
| Q1 2023 | $643,418 | +254.7% | 10,351 | +219.5% | 0.19% | +224.1% |
| Q4 2022 | $181,375 | -5.5% | 3,240 | -18.5% | 0.06% | -12.1% |
| Q3 2022 | $192,000 | -9.0% | 3,975 | +1.1% | 0.07% | -8.3% |
| Q2 2022 | $211,000 | +122.1% | 3,930 | +162.9% | 0.07% | +140.0% |
| Q1 2022 | $95,000 | +43.9% | 1,495 | +53.3% | 0.03% | +30.4% |
| Q4 2021 | $66,000 | – | 975 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TFC Financial Management, Inc. | 987,038 | $53,261,000 | 26.36% |
| Wealthsimple US, Ltd. | 236,661 | $12,770,000 | 8.50% |
| KEMPER Corp | 425,689 | $22,970,000 | 4.98% |
| Divergent Wealth Advisors | 259,892 | $14,024,000 | 3.79% |
| Global Strategic Investment Solutions, LLC | 222,457 | $12,004,000 | 3.05% |
| Clarius Group, LLC | 432,834 | $23,357,000 | 3.00% |
| Paracle Advisors, LLC | 242,072 | $13,062,000 | 2.82% |
| DeGreen Capital Management LLC | 99,896 | $5,390,000 | 2.38% |
| Vision Capital Management, Inc. | 160,180 | $8,643,000 | 1.82% |
| Columbus Macro, LLC | 108,835 | $5,873,000 | 1.80% |