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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,781 | -4.6% | 511 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $31,232 | +1.1% | 511 | 0.0% | 0.02% | -3.8% |
| Q1 2023 | $30,900 | +8.0% | 511 | 0.0% | 0.03% | +8.3% |
| Q4 2022 | $28,606 | +19.2% | 511 | 0.0% | 0.02% | +9.1% |
| Q3 2022 | $24,000 | -11.1% | 511 | 0.0% | 0.02% | -4.3% |
| Q2 2022 | $27,000 | -15.6% | 511 | 0.0% | 0.02% | -11.5% |
| Q1 2022 | $32,000 | -5.9% | 511 | 0.0% | 0.03% | -7.1% |
| Q4 2021 | $34,000 | – | 511 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TFC Financial Management, Inc. | 987,038 | $53,261,000 | 26.36% |
| Wealthsimple US, Ltd. | 236,661 | $12,770,000 | 8.50% |
| KEMPER Corp | 425,689 | $22,970,000 | 4.98% |
| Divergent Wealth Advisors | 259,892 | $14,024,000 | 3.79% |
| Global Strategic Investment Solutions, LLC | 222,457 | $12,004,000 | 3.05% |
| Clarius Group, LLC | 432,834 | $23,357,000 | 3.00% |
| Paracle Advisors, LLC | 242,072 | $13,062,000 | 2.82% |
| DeGreen Capital Management LLC | 99,896 | $5,390,000 | 2.38% |
| Vision Capital Management, Inc. | 160,180 | $8,643,000 | 1.82% |
| Columbus Macro, LLC | 108,835 | $5,873,000 | 1.80% |