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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,887,319 | +6.8% | 203,969 | +12.0% | 6.80% | +9.5% |
| Q2 2023 | $11,127,208 | +10.3% | 182,055 | +9.1% | 6.21% | +3.9% |
| Q1 2023 | $10,086,840 | +14.3% | 166,807 | +5.8% | 5.98% | +6.4% |
| Q4 2022 | $8,822,523 | +31.9% | 157,601 | +13.8% | 5.62% | +12.0% |
| Q3 2022 | $6,688,000 | +10.4% | 138,433 | +22.8% | 5.02% | +13.3% |
| Q2 2022 | $6,060,000 | +4.3% | 112,772 | +23.5% | 4.43% | +14.8% |
| Q1 2022 | $5,812,000 | +54.6% | 91,343 | +64.1% | 3.86% | +50.4% |
| Q4 2021 | $3,760,000 | – | 55,653 | – | 2.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bank of Finland | 8,471,570 | $539,046,000 | 33.11% |
| TFC Financial Management, Inc. | 1,072,650 | $68,253,000 | 19.47% |
| WIPFLI FINANCIAL ADVISORS LLC, | 2,579,866 | $164,156,891,000 | 16.57% |
| AAF Wealth Management, LLC | 271,414 | $17,350,000 | 11.40% |
| Heritage Financial Services, LLC | 185,121 | $11,779,000 | 7.70% |
| Trust Co | 572,922 | $36,455,000 | 7.11% |
| Global Strategic Investment Solutions, LLC | 1,634,141 | $103,980,000 | 6.50% |
| Capital Asset Advisory Services LLC | 845,952 | $53,828,000 | 5.73% |
| MCF Advisors LLC | 941,651 | $59,917,000 | 5.63% |
| ARROW FINANCIAL CORP | 648,259 | $41,249,000 | 4.94% |