ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 216 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,644,332 | -9.3% | 131,693 | -7.3% | 1.24% | -12.6% |
| Q1 2024 | $9,532,441 | -2.9% | 142,000 | -7.9% | 1.42% | -15.1% |
| Q4 2023 | $9,815,169 | -5.0% | 154,181 | -13.1% | 1.67% | -17.2% |
| 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 ↓ |
|---|---|---|---|
| WealthStone, Inc. | 376,352 | $20,627,853,000 | 9.25% |
| Wealthquest Corp | 203,579 | $12,499,000 | 4.72% |
| KEMPER Corp | 425,689 | $23,332,000 | 3.43% |
| Columbus Macro, LLC | 264,243 | $14,483,000 | 3.11% |
| FDx Advisors, Inc. | 740,806 | $40,604,000 | 1.59% |
| Cornerstone Wealth Group, LLC | 93,321 | $5,115,000 | 1.38% |
| Northwest Capital Management Inc | 20,722 | $1,136,000 | 1.24% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 75,162 | $4,120,000 | 1.10% |
| MV CAPITAL MANAGEMENT, INC. | 77,475 | $4,246,000 | 0.98% |
| Global Strategic Investment Solutions, LLC | 33,575 | $1,840,000 | 0.93% |