SageView Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 420 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
SageView Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$987,554
-98.8%
15,045
-99.1%
0.05%
-98.9%
Q1 2024$79,295,311
+7471.5%
1,587,494
+9537.5%
4.00%
+8800.0%
Q4 2023$1,047,290
+8.3%
16,472
-0.7%
0.04%
-18.2%
Q3 2023$967,215
-4.5%
16,596
+0.2%
0.06%
-1.8%
Q2 2023$1,012,514
+2.8%
16,566
+1.7%
0.06%
-11.1%
Q1 2023$984,87516,2870.06%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Bank of Finland 7,330,305$481,161,22030.69%
TFC Financial Management, Inc. 1,383,454$90,809,89515.92%
AAF Wealth Management, LLC 365,305$23,978,62712.46%
Delap Wealth Advisory, LLC 340,680$22,362,29410.29%
AMARILLO NATIONAL BANK 796,377$52,274,1869.94%
Standpoint Asset Management, LLC 573,900$37,670,7968.61%
DDFG, Inc 403,996$26,518,3268.19%
Klaas Financial Asset Advisors, LLC 647,790$42,520,9367.80%
Fortitude Family Office, LLC 199,573$13,099,9537.43%
MCF Advisors LLC 1,452,208$95,322,9537.22%
View complete list of ISHARES TR shareholders