ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 383 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $515,340 | -1.5% | 7,851 | +0.7% | 0.19% | -4.6% |
| Q1 2024 | $523,346 | +4.9% | 7,796 | -0.5% | 0.20% | -3.4% |
| Q4 2023 | $498,840 | +9.4% | 7,836 | +0.1% | 0.20% | -2.4% |
| Q3 2023 | $456,041 | +0.5% | 7,825 | +5.4% | 0.21% | +0.5% |
| Q2 2023 | $453,939 | +19.8% | 7,427 | +9.7% | 0.21% | +10.6% |
| Q4 2022 | $378,985 | – | 6,770 | – | 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% |