ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 308 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,643,088 | -6.4% | 28,193 | -1.9% | 1.54% | -2.0% |
| Q2 2023 | $1,755,794 | +1.1% | 28,727 | 0.0% | 1.58% | +1.7% |
| Q1 2023 | $1,737,122 | +5.0% | 28,727 | -2.8% | 1.55% | +2.9% |
| Q4 2022 | $1,654,321 | +15.8% | 29,552 | -0.1% | 1.51% | +4.1% |
| Q3 2022 | $1,429,000 | -12.1% | 29,589 | -2.2% | 1.45% | -7.4% |
| Q2 2022 | $1,626,000 | – | 30,251 | – | 1.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TFC Financial Management, Inc. | 987,038 | $53,261,000 | 26.36% |
| Wealthsimple US, Ltd. | 236,661 | $12,770,000 | 8.50% |
| KEMPER Corp | 425,689 | $22,970,000 | 4.98% |
| Divergent Wealth Advisors | 259,892 | $14,024,000 | 3.79% |
| Global Strategic Investment Solutions, LLC | 222,457 | $12,004,000 | 3.05% |
| Clarius Group, LLC | 432,834 | $23,357,000 | 3.00% |
| Paracle Advisors, LLC | 242,072 | $13,062,000 | 2.82% |
| DeGreen Capital Management LLC | 99,896 | $5,390,000 | 2.38% |
| Vision Capital Management, Inc. | 160,180 | $8,643,000 | 1.82% |
| Columbus Macro, LLC | 108,835 | $5,873,000 | 1.80% |