SMITH, MOORE & CO. - 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
SMITH, MOORE & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,478,039
-4.6%
25,3610.0%0.20%
-1.0%
Q2 2023$1,550,064
+1.1%
25,3610.0%0.20%
-5.3%
Q1 2023$1,533,580
+8.0%
25,3610.0%0.21%
+5.6%
Q4 2022$1,419,709
-20.1%
25,361
-31.0%
0.20%
-27.0%
Q3 2022$1,776,000
-13.8%
36,755
-4.1%
0.27%
-15.1%
Q2 2022$2,060,000
-8.6%
38,331
+8.1%
0.32%
+3.2%
Q1 2022$2,255,000
-5.8%
35,4460.0%0.31%
-7.5%
Q4 2021$2,395,000
+1.1%
35,4460.0%0.33%
-7.8%
Q3 2021$2,369,000
-4.6%
35,446
-3.7%
0.36%
-3.5%
Q2 2021$2,484,000
+4.4%
36,8230.0%0.37%
-2.9%
Q1 2021$2,379,000
+17.0%
36,823
+11.6%
0.38%
+1.3%
Q4 2020$2,034,000
+2.3%
32,997
-10.4%
0.38%
-8.0%
Q3 2020$1,988,000
+5.6%
36,8450.0%0.41%
-0.7%
Q2 2020$1,883,000
+83.2%
36,845
+58.8%
0.42%
+53.5%
Q1 2020$1,028,000
+65.8%
23,209
+117.7%
0.27%
+110.1%
Q4 2019$620,000
+6.5%
10,6600.0%0.13%0.0%
Q3 2019$582,000
-0.3%
10,6600.0%0.13%
-1.5%
Q2 2019$584,000
+1.2%
10,6600.0%0.13%
-4.4%
Q1 2019$577,000
+13.8%
10,660
+2.8%
0.14%
-0.7%
Q4 2018$507,00010,3710.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders