ISHARES TR's ticker is LDEM and the CUSIP is 46436E601. A total of 38 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $181,594 | -2.7% | 4,245 | +1.8% | 0.08% | -7.6% |
Q2 2023 | $186,650 | +12.5% | 4,170 | +14.4% | 0.09% | -1.1% |
Q1 2023 | $165,957 | +27.4% | 3,645 | +19.3% | 0.09% | +19.2% |
Q4 2022 | $130,235 | +2.5% | 3,055 | -1.6% | 0.08% | -1.3% |
Q3 2022 | $127,000 | -8.6% | 3,105 | +5.8% | 0.08% | -6.0% |
Q2 2022 | $139,000 | – | 2,935 | – | 0.08% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
One Wealth Advisors, LLC | 45,541 | $2,073,482 | 0.48% |
W ADVISORS, LLC | 6,124 | $278,826 | 0.23% |
Aprio Wealth Management, LLC | 14,991 | $682,530 | 0.21% |
Keebeck Wealth Management, LLC | 17,735 | $807,475 | 0.13% |
My Legacy Advisors, LLC | 6,643 | $302,257 | 0.13% |
Addison Advisors LLC | 3,645 | $165,957 | 0.09% |
WEALTHSOURCE PARTNERS, LLC | 28,099 | $1,279,347 | 0.09% |
TCWP LLC | 7,860 | $357,857 | 0.07% |
Fortis Capital Advisors, LLC | 2,550 | $116,102 | 0.06% |
Goodwin Investment Advisory | 2,068 | $94,156 | 0.06% |