TriaGen Wealth Management 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
TriaGen Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$288,836
-4.6%
4,9560.0%0.15%
+5.8%
Q2 2023$302,911
+1.1%
4,9560.0%0.14%
-7.9%
Q1 2023$299,689
+8.0%
4,9560.0%0.15%
-1.9%
Q4 2022$277,437
+16.1%
4,9560.0%0.15%
+16.7%
Q3 2022$239,000
+12.7%
4,956
+25.8%
0.13%
-12.6%
Q2 2022$212,000
-15.5%
3,9400.0%0.15%
+16.2%
Q1 2022$251,000
-5.6%
3,9400.0%0.13%
-0.8%
Q4 2021$266,000
+1.1%
3,9400.0%0.13%
-8.4%
Q3 2021$263,000
-1.9%
3,9400.0%0.14%
+3.6%
Q2 2021$268,000
+5.1%
3,9400.0%0.14%
-6.1%
Q1 2021$255,000
+4.9%
3,9400.0%0.15%
+3.5%
Q4 2020$243,0003,9400.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bank of Finland 8,860,960$516,416,74932.75%
AAF Wealth Management, LLC 391,010$22,788,09314.64%
TFC Financial Management, Inc. 962,684$56,105,24713.39%
Standpoint Asset Management, LLC 485,400$28,289,1129.34%
Delap Wealth Advisory, LLC 162,074$9,445,6739.13%
AMARILLO NATIONAL BANK 745,418$43,442,9619.10%
DDFG, Inc 381,795$22,251,0248.20%
MCF Advisors LLC 1,301,369$75,843,7916.84%
BRIGGS ADVISORY GROUP, INC. 203,969$11,887,3196.80%
Capital Asset Advisory Services LLC 1,356,037$79,694,2865.46%
View complete list of ISHARES TR shareholders