ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 292 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,200,572 | -5.0% | 157,868 | -0.3% | 0.38% | +6.5% |
| Q2 2023 | $9,681,129 | -8.0% | 158,395 | -9.0% | 0.35% | -8.6% |
| Q1 2023 | $10,523,397 | +7.1% | 174,027 | -0.9% | 0.38% | +0.3% |
| Q4 2022 | $9,828,737 | +15.9% | 175,576 | +0.1% | 0.38% | +2.1% |
| Q3 2022 | $8,478,000 | -10.5% | 175,487 | -0.4% | 0.38% | -5.3% |
| Q2 2022 | $9,472,000 | -15.2% | 176,261 | +0.4% | 0.40% | +1.8% |
| Q1 2022 | $11,171,000 | -5.8% | 175,568 | +0.1% | 0.39% | -2.0% |
| Q4 2021 | $11,865,000 | +3.0% | 175,405 | +1.8% | 0.40% | -6.4% |
| Q3 2021 | $11,516,000 | +154.9% | 172,338 | +157.4% | 0.42% | +116.8% |
| Q2 2021 | $4,517,000 | +5.8% | 66,964 | +1.3% | 0.20% | -12.9% |
| Q1 2021 | $4,271,000 | +4.7% | 66,119 | -0.1% | 0.22% | -3.8% |
| Q4 2020 | $4,081,000 | -15.7% | 66,213 | -26.0% | 0.23% | -24.5% |
| Q3 2020 | $4,843,000 | +1087.0% | 89,428 | +1019.5% | 0.31% | +969.0% |
| Q2 2020 | $408,000 | -66.9% | 7,988 | -71.2% | 0.03% | -71.3% |
| Q1 2020 | $1,231,000 | – | 27,778 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TFC Financial Management, Inc. | 987,038 | $53,261,000 | 26.36% |
| Wealthsimple US, Ltd. | 236,661 | $12,770,000 | 8.50% |
| KEMPER Corp | 425,689 | $22,970,000 | 4.98% |
| Divergent Wealth Advisors | 259,892 | $14,024,000 | 3.79% |
| Global Strategic Investment Solutions, LLC | 222,457 | $12,004,000 | 3.05% |
| Clarius Group, LLC | 432,834 | $23,357,000 | 3.00% |
| Paracle Advisors, LLC | 242,072 | $13,062,000 | 2.82% |
| DeGreen Capital Management LLC | 99,896 | $5,390,000 | 2.38% |
| Vision Capital Management, Inc. | 160,180 | $8,643,000 | 1.82% |
| Columbus Macro, LLC | 108,835 | $5,873,000 | 1.80% |