ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 295 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,076,295 | +0.4% | 123,039 | +2.7% | 0.63% | -0.6% |
| Q1 2024 | $8,042,003 | +8.9% | 119,797 | +3.2% | 0.64% | +1.0% |
| Q4 2023 | $7,387,390 | +11.2% | 116,044 | +1.8% | 0.63% | +3.4% |
| Q3 2023 | $6,640,821 | -1.7% | 113,947 | +3.0% | 0.61% | +6.7% |
| Q2 2023 | $6,758,677 | +8.3% | 110,580 | +7.1% | 0.57% | +4.0% |
| Q1 2023 | $6,242,026 | +3.2% | 103,225 | +4.0% | 0.55% | +4.6% |
| Q4 2022 | $6,050,044 | +108.2% | 99,214 | +64.9% | 0.52% | +75.0% |
| Q3 2022 | $2,906,000 | +272.1% | 60,153 | +313.5% | 0.30% | +294.7% |
| Q2 2022 | $781,000 | -65.7% | 14,547 | -59.4% | 0.08% | -61.4% |
| Q1 2022 | $2,277,000 | -5.6% | 35,787 | +0.2% | 0.20% | -3.4% |
| Q4 2021 | $2,412,000 | -86.1% | 35,705 | +10401.5% | 0.20% | +10100.0% |
| Q2 2020 | $17,377,000 | – | 340 | – | 0.00% | – |
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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% |