Waypoint Wealth Partners Inc. - ISHARES TR ownership

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
Waypoint Wealth Partners Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$342,629
-4.6%
5,8790.0%0.12%
-3.3%
Q2 2023$359,325
+1.1%
5,8790.0%0.12%
-3.1%
Q1 2023$355,504
+8.0%
5,8790.0%0.13%
-1.6%
Q4 2022$329,106
+15.9%
5,8790.0%0.13%
+7.5%
Q3 2022$284,000
-10.1%
5,8790.0%0.12%
-0.8%
Q2 2022$316,0005,8790.12%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Bank of Finland 8,860,960$541,581,87533.09%
Ferguson Shapiro LLC 574,428$35,109,02522.98%
TFC Financial Management, Inc. 925,128$56,543,80413.90%
AAF Wealth Management, LLC 362,311$22,144,44113.74%
Standpoint Asset Management, LLC 471,200$28,799,7449.45%
AMARILLO NATIONAL BANK 747,831$45,707,4318.87%
Capital Asset Advisory Services LLC 1,762,681$110,008,9117.68%
DDFG, Inc 325,601$19,900,7037.32%
MCF Advisors LLC 1,246,739$76,200,6676.88%
BRIGGS ADVISORY GROUP, INC. 182,055$11,127,2086.21%
View complete list of ISHARES TR shareholders