Walkner Condon Financial 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
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 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