Ascent Group, LLC - ISHARES TR ownership

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
Ascent Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$251,502
-1.8%
4,334
+3.5%
0.03%0.0%
Q2 2023$256,096
-8.6%
4,188
-9.6%
0.03%
-6.7%
Q1 2023$280,097
+8.7%
4,632
+0.7%
0.03%0.0%
Q4 2022$257,564
+14.5%
4,601
+4.6%
0.03%
+11.1%
Q3 2022$225,000
-6.2%
4,398
+3.8%
0.03%
-6.9%
Q2 2022$240,000
+13.7%
4,238
+31.2%
0.03%
+7.4%
Q4 2021$211,0003,2290.03%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders