MBL Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 230 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
MBL Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,290,898
+2.3%
245,211
+7.3%
2.01%
+2.1%
Q2 2023$13,972,032
+12.5%
228,600
+11.3%
1.97%
+1.5%
Q1 2023$12,414,612
+123984.1%
205,302
+14.9%
1.94%
+1.5%
Q4 2022$10,005
+78.3%
178,725
+53.9%
1.91%
+58.1%
Q3 2022$5,611
-37.5%
116,154
-30.5%
1.21%
-46.0%
Q2 2022$8,983
-99.9%
167,149
+7.1%
2.24%
-7.5%
Q1 2022$9,927,000
+90.0%
156,014
+99.5%
2.42%
+34.0%
Q3 2021$5,225,000
+108.1%
78,197
+101.2%
1.81%
+106.3%
Q1 2021$2,511,000
+19.2%
38,873
+13.7%
0.88%
+5.0%
Q4 2020$2,107,00034,1800.83%
Other shareholders
ISHARES TR shareholders Q2 2022
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