ISHARES TR's ticker is LDEM and the CUSIP is 46436E601. A total of 38 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,875,272 | -15.8% | 43,837 | -11.9% | 0.42% | -11.1% |
| Q2 2023 | $2,227,571 | +7.4% | 49,767 | +9.3% | 0.47% | -2.1% |
| Q1 2023 | $2,073,482 | +14.3% | 45,541 | +7.1% | 0.48% | +15.7% |
| Q4 2022 | $1,813,480 | -22.3% | 42,540 | -25.7% | 0.41% | -45.8% |
| Q3 2022 | $2,334,000 | +123.1% | 57,269 | +159.9% | 0.76% | +172.9% |
| Q2 2022 | $1,046,000 | +10.8% | 22,035 | +25.7% | 0.28% | +21.2% |
| Q1 2022 | $944,000 | +68.3% | 17,526 | +79.8% | 0.23% | +62.7% |
| Q4 2021 | $561,000 | +110.9% | 9,748 | +124.1% | 0.14% | +82.1% |
| Q3 2021 | $266,000 | – | 4,350 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Wealth Advisors, LLC | 43,837 | $1,875,272 | 0.42% |
| Values Added Financial LLC | 9,950 | $425,644 | 0.39% |
| ONE Advisory Partners, LLC | 9,125 | $390,352 | 0.23% |
| Keebeck Wealth Management, LLC | 28,813 | $1,232,571 | 0.22% |
| Glass Jacobson Investment Advisors llc | 8,985 | $384,356 | 0.18% |
| W ADVISORS, LLC | 4,788 | $204,823 | 0.17% |
| TCWP LLC | 5,124 | $219,187 | 0.17% |
| My Legacy Advisors, LLC | 6,353 | $266,381 | 0.11% |
| High Falls Advisors, Inc | 8,197 | $350,654 | 0.10% |
| WEALTHSOURCE PARTNERS, LLC | 33,305 | $1,424,731 | 0.10% |