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 | $917,844 | -2.2% | 13,983 | 0.0% | 0.09% | -8.5% |
| Q1 2024 | $938,679 | +5.5% | 13,983 | 0.0% | 0.09% | -13.0% |
| Q4 2023 | $890,158 | +9.2% | 13,983 | 0.0% | 0.11% | -6.1% |
| Q3 2023 | $814,929 | -4.6% | 13,983 | 0.0% | 0.12% | -0.9% |
| Q2 2023 | $854,641 | +1.1% | 13,983 | 0.0% | 0.12% | -7.9% |
| Q1 2023 | $845,552 | -2.7% | 13,983 | -9.9% | 0.13% | -17.1% |
| Q4 2022 | $868,978 | +15.9% | 15,523 | 0.0% | 0.15% | +2.7% |
| Q3 2022 | $750,000 | -10.1% | 15,523 | 0.0% | 0.15% | -11.4% |
| Q2 2022 | $834,000 | -15.6% | 15,523 | 0.0% | 0.17% | -10.7% |
| Q1 2022 | $988,000 | – | 15,523 | – | 0.19% | – |
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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% |