Opes Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 222 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Opes Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$365,182
-4.6%
6,2660.0%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%
7,7530.0%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%
9,0700.0%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$1,225,00023,9770.62%
Other shareholders
ISHARES TR shareholders Q1 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