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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $526,271 | +149.4% | 8,267 | +89.3% | 0.25% | +55.3% |
Q3 2022 | $211,000 | -10.2% | 4,367 | 0.0% | 0.16% | -4.2% |
Q2 2022 | $235,000 | -15.5% | 4,367 | 0.0% | 0.17% | +19.4% |
Q1 2022 | $278,000 | -5.8% | 4,367 | 0.0% | 0.14% | +9.4% |
Q4 2021 | $295,000 | +1.0% | 4,367 | 0.0% | 0.13% | +1.6% |
Q3 2021 | $292,000 | -1.0% | 4,367 | 0.0% | 0.12% | -23.3% |
Q2 2021 | $295,000 | +4.6% | 4,367 | 0.0% | 0.16% | -17.7% |
Q1 2021 | $282,000 | +4.8% | 4,367 | 0.0% | 0.20% | -16.1% |
Q4 2020 | $269,000 | +9.3% | 4,367 | -4.4% | 0.24% | -1.3% |
Q3 2020 | $246,000 | – | 4,567 | – | 0.24% | – |
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% |