ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 102 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,488 | +30.7% | 750 | +41.0% | 0.00% | 0.0% |
| Q2 2023 | $32,516 | +2.6% | 532 | +3.3% | 0.00% | 0.0% |
| Q1 2023 | $31,683 | -68.7% | 515 | -71.5% | 0.00% | -71.4% |
| Q4 2022 | $101,324 | -67.8% | 1,810 | -70.6% | 0.01% | -70.8% |
| Q3 2022 | $315,000 | -4.5% | 6,154 | +0.2% | 0.02% | -11.1% |
| Q2 2022 | $330,000 | -9.3% | 6,143 | 0.0% | 0.03% | -6.9% |
| Q1 2022 | $364,000 | +4.0% | 6,143 | +17.4% | 0.03% | -17.1% |
| Q3 2021 | $350,000 | +2.3% | 5,231 | +3.2% | 0.04% | 0.0% |
| Q2 2021 | $342,000 | +8.2% | 5,070 | +3.7% | 0.04% | -5.4% |
| Q1 2021 | $316,000 | +14.1% | 4,891 | +8.8% | 0.04% | +5.7% |
| Q4 2020 | $277,000 | +14.0% | 4,496 | 0.0% | 0.04% | -2.8% |
| Q3 2020 | $243,000 | +32.8% | 4,496 | +25.4% | 0.04% | +24.1% |
| Q2 2020 | $183,000 | +128.8% | 3,584 | +99.1% | 0.03% | +93.3% |
| Q1 2020 | $80,000 | – | 1,800 | – | 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% |