Lauterbach Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 222 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Lauterbach Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$716,669
-4.6%
12,297
+0.1%
0.56%
-1.9%
Q2 2023$751,104
+1.1%
12,2890.0%0.57%
-4.3%
Q1 2023$743,116
+17.0%
12,289
+8.3%
0.60%
+6.0%
Q4 2022$635,317
+64.6%
11,349
+41.9%
0.57%
+44.0%
Q3 2022$386,000
+5.8%
7,997
+17.7%
0.39%
+13.3%
Q2 2022$365,000
+10.3%
6,794
+30.5%
0.35%
+15.3%
Q1 2022$331,000
-5.7%
5,205
+0.1%
0.30%
-2.9%
Q4 2021$351,0005,1980.31%
Other shareholders
ISHARES TR shareholders Q1 2022
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