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 ↓
TFC Financial Management, Inc. 987,038$53,261,00026.36%
Wealthsimple US, Ltd. 236,661$12,770,0008.50%
KEMPER Corp 425,689$22,970,0004.98%
Divergent Wealth Advisors 259,892$14,024,0003.79%
Global Strategic Investment Solutions, LLC 222,457$12,004,0003.05%
Clarius Group, LLC 432,834$23,357,0003.00%
Paracle Advisors, LLC 242,072$13,062,0002.82%
DeGreen Capital Management LLC 99,896$5,390,0002.38%
Vision Capital Management, Inc. 160,180$8,643,0001.82%
Columbus Macro, LLC 108,835$5,873,0001.80%
View complete list of ISHARES TR shareholders