ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 139 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,832,461 | -7.6% | 82,918 | -3.1% | 2.06% | -2.4% |
| Q2 2023 | $5,230,588 | +1.0% | 85,579 | -0.1% | 2.11% | -1.6% |
| Q1 2023 | $5,177,986 | +7.7% | 85,629 | -0.3% | 2.15% | +5.9% |
| Q4 2022 | $4,809,074 | +15.8% | 85,907 | -0.1% | 2.03% | +13.0% |
| Q3 2022 | $4,154,000 | -16.1% | 85,996 | -6.6% | 1.80% | -11.7% |
| Q2 2022 | $4,950,000 | -15.5% | 92,105 | 0.0% | 2.03% | -2.0% |
| Q1 2022 | $5,861,000 | -7.0% | 92,105 | -1.2% | 2.07% | -3.4% |
| Q4 2021 | $6,299,000 | +0.5% | 93,243 | -0.6% | 2.15% | -5.0% |
| Q3 2021 | $6,270,000 | -0.9% | 93,833 | 0.0% | 2.26% | -4.2% |
| Q2 2021 | $6,329,000 | +4.4% | 93,833 | 0.0% | 2.36% | -5.4% |
| Q1 2021 | $6,062,000 | +4.8% | 93,833 | 0.0% | 2.49% | -3.6% |
| Q4 2020 | $5,783,000 | – | 93,833 | – | 2.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bank of Finland | 8,461,450 | $571,656,000 | 33.37% |
| TFC Financial Management, Inc. | 1,049,019 | $70,872,000 | 21.51% |
| WIPFLI FINANCIAL ADVISORS LLC, | 2,459,164 | $166,141,089,000 | 19.06% |
| Heritage Financial Services, LLC | 184,066 | $12,435,000 | 9.74% |
| Rock Creek Group, LP | 575,236 | $38,859,000 | 5.78% |
| Capital Asset Advisory Services LLC | 750,989 | $50,798,000 | 5.39% |
| Vantage Financial Partners, LLC | 197,141 | $13,319,000 | 5.21% |
| Divergent Wealth Advisors | 303,242 | $20,487,000 | 4.15% |
| BUCKINGHAM STRATEGIC PARTNERS, LLC | 246,561 | $16,660,000 | 3.48% |
| CarsonAllaria Wealth Management, Ltd. | 58,074 | $3,924,000 | 3.47% |