Wescott Financial Advisory Group, 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
Wescott Financial Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$247,236
-4.6%
4,2420.0%0.04%
-2.2%
Q2 2023$259,284
+2.9%
4,242
+1.8%
0.05%
-16.4%
Q1 2023$252,021
+8.4%
4,168
+0.4%
0.06%
+10.0%
Q4 2022$232,412
-52.3%
4,152
-54.2%
0.05%
-62.1%
Q2 2022$487,0009,0710.13%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders