ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 383 filers reported holding ISHARES TR in Q4 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% | – |
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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% |