TriaGen Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 215 filers reported holding ISHARES TR in Q4 2021. 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 Q4 2021
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders