CarsonAllaria Wealth Management, Ltd. - 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
CarsonAllaria Wealth Management, Ltd. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,855,019
-0.3%
100,463
+4.6%
4.76%
+3.0%
Q2 2023$5,869,900
+5.8%
96,038
+4.7%
4.62%
-1.2%
Q1 2023$5,546,098
+111784.2%
91,716
+3.6%
4.67%
+7.7%
Q4 2022$4,957
-99.9%
88,547
-0.3%
4.34%
+8.9%
Q3 2022$4,291,000
-1.0%
88,813
+10.2%
3.99%
-1.5%
Q2 2022$4,333,000
-6.2%
80,621
+11.1%
4.05%
-2.1%
Q1 2022$4,618,000
+17.7%
72,570
+25.0%
4.13%
+19.1%
Q4 2021$3,924,00058,0743.47%
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