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 | $2,389,234 | -12.8% | 36,399 | -10.8% | 1.20% | -14.4% |
Q1 2024 | $2,739,696 | +7.3% | 40,812 | +1.8% | 1.40% | -3.8% |
Q4 2023 | $2,553,389 | +5.2% | 40,110 | -3.7% | 1.46% | -22.5% |
Q3 2023 | $2,427,081 | +1.0% | 41,645 | +5.9% | 1.88% | +6.0% |
Q2 2023 | $2,403,616 | +14.6% | 39,326 | +13.4% | 1.77% | +5.0% |
Q1 2023 | $2,097,871 | +16.3% | 34,693 | +7.6% | 1.69% | +10.3% |
Q4 2022 | $1,804,502 | -17.0% | 32,235 | -28.4% | 1.53% | -31.5% |
Q3 2022 | $2,175,000 | – | 45,029 | – | 2.24% | – |
Download |
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% |