ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 139 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $365,182 | -4.6% | 6,266 | 0.0% | 0.10% | -7.3% |
| Q2 2023 | $382,978 | -0.7% | 6,266 | -1.7% | 0.11% | -12.1% |
| Q1 2023 | $385,617 | -6.6% | 6,377 | -13.6% | 0.12% | -17.3% |
| Q4 2022 | $412,964 | +13.1% | 7,377 | -2.3% | 0.15% | +2.7% |
| Q3 2022 | $365,000 | -7.6% | 7,548 | +2.8% | 0.15% | -7.6% |
| Q2 2022 | $395,000 | -16.5% | 7,345 | -1.1% | 0.16% | +2.6% |
| Q1 2022 | $473,000 | -9.7% | 7,430 | -4.2% | 0.15% | -5.5% |
| Q4 2021 | $524,000 | +1.2% | 7,753 | 0.0% | 0.16% | -10.9% |
| Q3 2021 | $518,000 | -4.3% | 7,753 | -3.4% | 0.18% | -8.5% |
| Q2 2021 | $541,000 | -7.7% | 8,024 | -11.5% | 0.20% | -12.7% |
| Q1 2021 | $586,000 | +4.8% | 9,070 | 0.0% | 0.23% | -14.9% |
| Q4 2020 | $559,000 | +13.6% | 9,070 | -0.4% | 0.27% | +14.5% |
| Q3 2020 | $492,000 | -59.8% | 9,109 | -62.0% | 0.24% | -62.3% |
| Q2 2020 | $1,225,000 | – | 23,977 | – | 0.62% | – |
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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% |