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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,334,681 | -6.8% | 177,328 | -2.3% | 2.02% | -9.1% |
| Q2 2023 | $11,092,247 | +1.0% | 181,483 | -0.1% | 2.22% | -7.2% |
| Q1 2023 | $10,980,128 | +4.5% | 181,580 | -3.3% | 2.39% | -10.1% |
| Q4 2022 | $10,510,063 | +7.8% | 187,747 | -7.0% | 2.66% | -55.0% |
| Q3 2022 | $9,747,000 | -7.4% | 201,778 | +3.0% | 5.92% | +0.8% |
| Q2 2022 | $10,531,000 | -10.6% | 195,973 | +5.9% | 5.87% | -23.8% |
| Q1 2022 | $11,779,000 | -5.3% | 185,121 | +0.6% | 7.70% | -20.9% |
| Q4 2021 | $12,435,000 | – | 184,066 | – | 9.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bank of Finland | 8,461,450 | $571,656,000 | 33.37% |
| TFC Financial Management, Inc. | 1,049,019 | $70,872,000 | 21.51% |
| WIPFLI FINANCIAL ADVISORS LLC, | 2,459,164 | $166,141,089,000 | 19.06% |
| Heritage Financial Services, LLC | 184,066 | $12,435,000 | 9.74% |
| Rock Creek Group, LP | 575,236 | $38,859,000 | 5.78% |
| Capital Asset Advisory Services LLC | 750,989 | $50,798,000 | 5.39% |
| Vantage Financial Partners, LLC | 197,141 | $13,319,000 | 5.21% |
| Divergent Wealth Advisors | 303,242 | $20,487,000 | 4.15% |
| BUCKINGHAM STRATEGIC PARTNERS, LLC | 246,561 | $16,660,000 | 3.48% |
| CarsonAllaria Wealth Management, Ltd. | 58,074 | $3,924,000 | 3.47% |