Strategies Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 312 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Strategies Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,420,810
-5.5%
24,379
-0.9%
0.28%
-9.1%
Q2 2023$1,503,608
-8.2%
24,601
-9.1%
0.31%
-14.7%
Q1 2023$1,637,329
+6.3%
27,077
-1.6%
0.36%
-5.0%
Q4 2022$1,539,658
+0.1%
27,504
-3.9%
0.38%
-14.1%
Q2 2022$1,537,589
-14.9%
28,612
+0.7%
0.44%
-8.7%
Q1 2022$1,807,078
-5.8%
28,400
+0.0%
0.48%
-10.2%
Q4 2021$1,917,89728,3880.54%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders