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 | $318,361 | +1.5% | 5,463 | +6.5% | 0.02% | 0.0% |
| Q2 2023 | $313,582 | -59.5% | 5,131 | -59.9% | 0.02% | -63.6% |
| Q1 2023 | $774,006 | +188.0% | 12,800 | +166.6% | 0.04% | +158.8% |
| Q4 2022 | $268,750 | -59.7% | 4,801 | -65.2% | 0.02% | -66.7% |
| Q3 2022 | $667,000 | +149.8% | 13,797 | +178.2% | 0.05% | +112.5% |
| Q2 2022 | $267,000 | -23.1% | 4,960 | -9.0% | 0.02% | -7.7% |
| Q1 2022 | $347,000 | -66.8% | 5,451 | -64.7% | 0.03% | -66.2% |
| Q4 2021 | $1,044,000 | +1.2% | 15,449 | +0.0% | 0.08% | -8.3% |
| Q3 2021 | $1,032,000 | -1.7% | 15,442 | -0.8% | 0.08% | +25.4% |
| Q2 2021 | $1,050,000 | +2.9% | 15,560 | -1.4% | 0.07% | -8.2% |
| Q1 2021 | $1,020,000 | +4.8% | 15,787 | 0.0% | 0.07% | -9.9% |
| Q4 2020 | $973,000 | +5.1% | 15,787 | -8.0% | 0.08% | -12.9% |
| Q3 2020 | $926,000 | +4.8% | 17,163 | -0.7% | 0.09% | -23.1% |
| Q2 2020 | $884,000 | +31.7% | 17,288 | +14.2% | 0.12% | +24.7% |
| Q1 2020 | $671,000 | -75.5% | 15,139 | -67.8% | 0.10% | -70.1% |
| Q4 2019 | $2,735,000 | +21.1% | 47,020 | +13.7% | 0.32% | +5.5% |
| Q3 2019 | $2,259,000 | +88.1% | 41,352 | +88.7% | 0.31% | +76.4% |
| Q2 2019 | $1,201,000 | +6.5% | 21,913 | +5.2% | 0.17% | -7.4% |
| Q1 2019 | $1,128,000 | – | 20,823 | – | 0.19% | – |
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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% |