ISHARES TR's ticker is LDEM and the CUSIP is 46436E601. A total of 44 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $638,638 | -9.0% | 14,929 | -4.8% | 0.02% | -10.0% |
| Q2 2023 | $701,703 | -1.0% | 15,677 | +0.7% | 0.02% | -4.8% |
| Q1 2023 | $708,903 | +17.9% | 15,570 | +10.4% | 0.02% | -4.5% |
| Q4 2022 | $601,168 | -1.4% | 14,102 | -5.7% | 0.02% | -70.7% |
| Q3 2022 | $610,000 | -6.6% | 14,958 | +8.7% | 0.08% | +177.8% |
| Q2 2022 | $653,000 | -6.0% | 13,755 | +6.7% | 0.03% | +8.0% |
| Q1 2022 | $695,000 | -7.5% | 12,896 | -1.2% | 0.02% | -7.4% |
| Q4 2021 | $751,000 | -3.6% | 13,050 | +2.4% | 0.03% | -12.9% |
| Q3 2021 | $779,000 | +10.2% | 12,741 | +18.5% | 0.03% | +6.9% |
| Q2 2021 | $707,000 | – | 10,752 | – | 0.03% | – |
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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% |