Resonant Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 312 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Resonant Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,327,057
-4.5%
74,246
+0.1%
0.46%
-6.5%
Q2 2023$4,532,170
-24.4%
74,152
-25.2%
0.49%
-27.6%
Q1 2023$5,996,205
+15.1%
99,160
+6.5%
0.68%
+4.8%
Q4 2022$5,210,003
+54.4%
93,069
+33.2%
0.65%
+26.7%
Q3 2022$3,375,000
-21.6%
69,860
-12.8%
0.51%
-23.8%
Q2 2022$4,306,000
+126.2%
80,121
+170.0%
0.67%
+138.7%
Q1 2022$1,904,00029,6690.28%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders