ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 226 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,790,766 | -3.5% | 27,605 | -0.1% | 1.18% | -3.1% |
| Q1 2024 | $1,854,786 | +60.2% | 27,630 | +51.9% | 1.22% | +50.8% |
| Q4 2023 | $1,157,642 | +61.5% | 18,185 | +47.9% | 0.81% | +43.3% |
| Q3 2023 | $716,669 | -4.6% | 12,297 | +0.1% | 0.56% | -1.9% |
| Q2 2023 | $751,104 | +1.1% | 12,289 | 0.0% | 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 | $351,000 | – | 5,198 | – | 0.31% | – |
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% |