Walkner Condon Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 222 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Walkner Condon Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$587,987
-11.6%
10,089
-7.2%
0.16%
-11.4%
Q2 2023$664,802
-0.4%
10,877
-1.4%
0.18%
-5.9%
Q1 2023$667,407
+8.0%
11,0370.0%0.19%
+1.1%
Q4 2022$617,851
+15.9%
11,0370.0%0.18%
+7.6%
Q3 2022$533,000
-11.5%
11,037
-1.5%
0.17%
-8.5%
Q2 2022$602,000
-99.9%
11,201
+1.5%
0.19%
-6.0%
Q1 2022$702,000,000
+5.4%
11,037
+12.0%
0.20%
-53.8%
Q4 2021$666,000,000
+179900.0%
9,854
+78.2%
0.43%
+137.9%
Q3 2021$370,0005,5300.18%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders