ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 184 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $338,638 | -4.4% | 5,045 | -9.3% | 0.18% | -16.0% |
| Q4 2023 | $354,237 | +5.5% | 5,565 | -3.4% | 0.21% | -7.0% |
| Q3 2023 | $335,739 | -23.0% | 5,761 | -19.3% | 0.23% | -25.2% |
| Q2 2023 | $436,200 | -13.8% | 7,137 | -14.7% | 0.30% | -23.8% |
| Q1 2023 | $506,113 | -46.6% | 8,370 | -50.6% | 0.40% | -52.6% |
| Q4 2022 | $948,414 | +15.9% | 16,942 | +0.1% | 0.84% | +11.3% |
| Q3 2022 | $818,000 | -16.0% | 16,928 | -6.6% | 0.76% | -13.3% |
| Q2 2022 | $974,000 | -40.2% | 18,125 | -29.2% | 0.87% | -39.4% |
| Q1 2022 | $1,629,000 | +40.8% | 25,605 | +49.5% | 1.44% | +43.0% |
| Q4 2021 | $1,157,000 | -1.2% | 17,126 | -2.3% | 1.01% | -7.6% |
| Q3 2021 | $1,171,000 | +3.9% | 17,528 | +4.9% | 1.09% | +0.6% |
| Q2 2021 | $1,127,000 | +14.5% | 16,702 | +9.6% | 1.09% | +4.3% |
| Q1 2021 | $984,000 | +42.2% | 15,238 | +35.7% | 1.04% | +53.3% |
| Q4 2020 | $692,000 | – | 11,233 | – | 0.68% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthStone, Inc. | 376,352 | $20,627,853,000 | 9.25% |
| Wealthquest Corp | 203,579 | $12,499,000 | 4.72% |
| KEMPER Corp | 425,689 | $23,332,000 | 3.43% |
| Columbus Macro, LLC | 264,243 | $14,483,000 | 3.11% |
| FDx Advisors, Inc. | 740,806 | $40,604,000 | 1.59% |
| Cornerstone Wealth Group, LLC | 93,321 | $5,115,000 | 1.38% |
| Northwest Capital Management Inc | 20,722 | $1,136,000 | 1.24% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 75,162 | $4,120,000 | 1.10% |
| MV CAPITAL MANAGEMENT, INC. | 77,475 | $4,246,000 | 0.98% |
| Global Strategic Investment Solutions, LLC | 33,575 | $1,840,000 | 0.93% |