Wedmont Private Capital - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Wedmont Private Capital ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,021,328
-7.3%
69,621
+0.2%
0.41%
-12.8%
Q2 2023$4,337,703
+4.1%
69,503
+1.4%
0.47%
-15.1%
Q1 2023$4,167,489
+5.6%
68,567
+0.7%
0.55%
-6.9%
Q4 2022$3,946,902
+966.7%
68,097
+789.3%
0.59%
+698.6%
Q3 2022$370,0007,6570.07%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders