ISHARES TR's ticker is LDEM and the CUSIP is 46436E601. A total of 35 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $204,823 | -27.3% | 4,788 | -23.9% | 0.17% | -24.0% |
| Q2 2023 | $281,764 | +1.1% | 6,295 | +2.8% | 0.22% | -3.9% |
| Q1 2023 | $278,826 | +6.8% | 6,124 | 0.0% | 0.23% | +5.5% |
| Q4 2022 | $261,066 | -2.2% | 6,124 | -6.5% | 0.22% | -12.1% |
| Q3 2022 | $267,000 | -78.0% | 6,551 | -74.4% | 0.25% | -76.4% |
| Q2 2022 | $1,214,000 | +11.1% | 25,586 | +26.1% | 1.05% | +27.1% |
| Q1 2022 | $1,093,000 | – | 20,284 | – | 0.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| One Wealth Advisors, LLC | 43,837 | $1,875,272 | 0.42% |
| Values Added Financial LLC | 9,950 | $425,644 | 0.39% |
| ONE Advisory Partners, LLC | 9,125 | $390,352 | 0.23% |
| Keebeck Wealth Management, LLC | 28,813 | $1,232,571 | 0.22% |
| Glass Jacobson Investment Advisors llc | 8,985 | $384,356 | 0.18% |
| W ADVISORS, LLC | 4,788 | $204,823 | 0.17% |
| TCWP LLC | 5,124 | $219,187 | 0.17% |
| My Legacy Advisors, LLC | 6,353 | $266,381 | 0.11% |
| High Falls Advisors, Inc | 8,197 | $350,654 | 0.10% |
| WEALTHSOURCE PARTNERS, LLC | 33,305 | $1,424,731 | 0.10% |