ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $509,000 | -3.8% | 8,737 | +1.0% | 0.22% | 0.0% |
| Q2 2023 | $529,000 | +2.5% | 8,653 | +1.4% | 0.22% | +5.2% |
| Q1 2023 | $516,000 | +7.9% | 8,532 | -0.1% | 0.21% | +6.0% |
| Q4 2022 | $478,308 | +17.8% | 8,544 | +1.7% | 0.20% | +29.0% |
| Q3 2022 | $406,000 | +81.2% | 8,402 | +101.1% | 0.16% | +46.2% |
| Q2 2022 | $224,000 | -13.8% | 4,177 | +2.2% | 0.11% | -4.5% |
| Q1 2022 | $260,000 | -5.8% | 4,089 | +0.1% | 0.11% | -1.8% |
| Q4 2021 | $276,000 | +3.0% | 4,084 | +1.7% | 0.11% | -4.2% |
| Q3 2021 | $268,000 | -1.1% | 4,017 | 0.0% | 0.12% | -1.7% |
| Q2 2021 | $271,000 | +5.9% | 4,017 | +1.3% | 0.12% | +3.4% |
| Q1 2021 | $256,000 | +4.5% | 3,966 | -0.4% | 0.12% | +5.5% |
| Q4 2020 | $245,000 | – | 3,981 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TFC Financial Management, Inc. | 987,038 | $53,261,000 | 26.36% |
| Wealthsimple US, Ltd. | 236,661 | $12,770,000 | 8.50% |
| KEMPER Corp | 425,689 | $22,970,000 | 4.98% |
| Divergent Wealth Advisors | 259,892 | $14,024,000 | 3.79% |
| Global Strategic Investment Solutions, LLC | 222,457 | $12,004,000 | 3.05% |
| Clarius Group, LLC | 432,834 | $23,357,000 | 3.00% |
| Paracle Advisors, LLC | 242,072 | $13,062,000 | 2.82% |
| DeGreen Capital Management LLC | 99,896 | $5,390,000 | 2.38% |
| Vision Capital Management, Inc. | 160,180 | $8,643,000 | 1.82% |
| Columbus Macro, LLC | 108,835 | $5,873,000 | 1.80% |