Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 281 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,802,612
+37.1%
99,563
+43.8%
0.07%
+4.3%
Q2 2023$4,231,178
+92.8%
69,226
+90.7%
0.07%
+86.5%
Q1 2023$2,194,674
+33.2%
36,294
+23.3%
0.04%
+15.6%
Q4 2022$1,647,522
+24.2%
29,431
+7.0%
0.03%
+6.7%
Q3 2022$1,327,000
+4.0%
27,506
+16.5%
0.03%
+11.1%
Q2 2022$1,276,000
-16.7%
23,601
-2.0%
0.03%
+28.6%
Q1 2022$1,532,000
+130.4%
24,074
+144.6%
0.02%
+23.5%
Q4 2021$665,000
+54.3%
9,842
+52.7%
0.02%
+54.5%
Q3 2021$431,0006,4460.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders