ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 295 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,679,231 | -1.8% | 25,582 | +0.5% | 0.00% | 0.0% |
| Q1 2024 | $1,709,546 | -9.6% | 25,466 | -14.3% | 0.00% | 0.0% |
| Q4 2023 | $1,890,652 | +3.1% | 29,699 | -5.6% | 0.00% | -25.0% |
| Q3 2023 | $1,833,509 | -1.8% | 31,460 | +2.9% | 0.00% | 0.0% |
| Q2 2023 | $1,867,787 | +741.9% | 30,559 | +732.9% | 0.00% | +300.0% |
| Q1 2023 | $221,845 | – | 3,669 | – | 0.00% | – |
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% |