Northwest Capital Management Inc - 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 Capital Management Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$193,510
-4.6%
3,3200.0%0.08%
-11.8%
Q2 2023$202,940
-45.2%
3,320
-51.8%
0.08%
-56.2%
Q2 2022$370,000
-13.6%
6,881
+2.2%
0.19%
-3.5%
Q1 2022$428,000
-2.5%
6,7320.0%0.20%
-3.4%
Q4 2021$439,000
-4.1%
6,732
+1.8%
0.21%
-12.6%
Q3 2021$458,000
+1.8%
6,6120.0%0.24%
-5.9%
Q2 2021$450,000
+1.8%
6,612
-3.4%
0.25%
-21.2%
Q1 2021$442,000
+4.7%
6,8430.0%0.32%
+2.2%
Q4 2020$422,000
+15.6%
6,843
+1.1%
0.31%
+4.0%
Q3 2020$365,000
+3.4%
6,768
-2.1%
0.30%
-2.6%
Q2 2020$353,000
-46.9%
6,914
-53.9%
0.31%
-53.4%
Q1 2020$665,000
-35.6%
15,002
-15.4%
0.66%
-29.5%
Q4 2019$1,032,000
-8.8%
17,733
-14.4%
0.94%
-21.1%
Q3 2019$1,132,000
-0.4%
20,7220.0%1.20%
-3.8%
Q2 2019$1,136,000
-3.2%
20,722
-4.4%
1.24%
-12.2%
Q1 2019$1,173,000
+10.9%
21,6670.0%1.41%
-4.9%
Q4 2018$1,058,00021,6671.49%
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