ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 383 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WealthStone, Inc. | 376,352 | $20,627,853,000 | 9.25% |
| Wealthquest Corp | 203,579 | $12,499,000 | 4.72% |
| KEMPER Corp | 425,689 | $23,332,000 | 3.43% |
| Columbus Macro, LLC | 264,243 | $14,483,000 | 3.11% |
| FDx Advisors, Inc. | 740,806 | $40,604,000 | 1.59% |
| Cornerstone Wealth Group, LLC | 93,321 | $5,115,000 | 1.38% |
| Northwest Capital Management Inc | 20,722 | $1,136,000 | 1.24% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 75,162 | $4,120,000 | 1.10% |
| MV CAPITAL MANAGEMENT, INC. | 77,475 | $4,246,000 | 0.98% |
| Global Strategic Investment Solutions, LLC | 33,575 | $1,840,000 | 0.93% |