BANK OF MONTREAL /CAN/ - ISHARES TR ownership

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
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,164,741
-37.7%
94,161
-34.7%
0.00%
-50.0%
Q2 2023$6,688,774
+22.4%
144,279
+17.2%
0.00%0.0%
Q4 2022$5,463,299
+60.1%
123,075
+67.1%
0.00%
+100.0%
Q3 2022$3,412,000
+23.8%
73,675
+29.1%
0.00%0.0%
Q2 2022$2,755,000
-39.6%
57,075
-31.3%
0.00%
-50.0%
Q1 2022$4,564,000
-29.5%
83,075
-25.5%
0.00%
-33.3%
Q4 2021$6,474,000
+20.1%
111,575
+27.8%
0.00%
+50.0%
Q3 2021$5,390,000
+6.5%
87,275
+13.6%
0.00%
-33.3%
Q2 2021$5,062,00076,8250.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
One Wealth Advisors, LLC 43,837$1,875,2720.42%
Values Added Financial LLC 9,950$425,6440.39%
ONE Advisory Partners, LLC 9,125$390,3520.23%
Keebeck Wealth Management, LLC 28,813$1,232,5710.22%
Glass Jacobson Investment Advisors llc 8,985$384,3560.18%
W ADVISORS, LLC 4,788$204,8230.17%
TCWP LLC 5,124$219,1870.17%
My Legacy Advisors, LLC 6,353$266,3810.11%
High Falls Advisors, Inc 8,197$350,6540.10%
WEALTHSOURCE PARTNERS, LLC 33,305$1,424,7310.10%
View complete list of ISHARES TR shareholders