ISHARES TR's ticker is LDEM and the CUSIP is 46436E601. A total of 38 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,220 | +20.1% | 5,335 | +25.6% | 0.00% | – |
| Q2 2023 | $190,095 | -14.6% | 4,247 | -13.2% | 0.00% | – |
| Q1 2023 | $222,688 | +14.5% | 4,891 | +7.2% | 0.00% | – |
| Q4 2022 | $194,436 | -26.6% | 4,561 | -29.8% | 0.00% | – |
| Q3 2022 | $265,000 | -52.4% | 6,498 | -44.7% | 0.00% | – |
| Q2 2022 | $557,000 | -11.4% | 11,750 | +0.7% | 0.00% | – |
| Q1 2022 | $629,000 | -7.8% | 11,673 | -1.5% | 0.00% | – |
| Q4 2021 | $682,000 | -8.8% | 11,850 | -3.2% | 0.00% | – |
| Q3 2021 | $748,000 | -56.3% | 12,240 | -53.0% | 0.00% | – |
| Q2 2021 | $1,713,000 | +752.2% | 26,032 | +715.0% | 0.00% | – |
| Q1 2021 | $201,000 | +1910.0% | 3,194 | +1871.6% | 0.00% | – |
| Q4 2020 | $10,000 | – | 162 | – | 0.00% | – |
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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% |