ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 50 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,083 | -75.0% | 11,202 | -74.9% | 0.02% | -71.4% |
| Q2 2023 | $1,136,905 | +5.5% | 44,672 | +2.8% | 0.06% | -3.4% |
| Q1 2023 | $1,077,651 | -63.3% | 43,471 | -65.7% | 0.06% | -65.1% |
| Q4 2022 | $2,932,747 | +778.1% | 126,575 | +648.0% | 0.17% | +690.5% |
| Q3 2022 | $334,000 | -15.4% | 16,922 | -5.0% | 0.02% | -4.5% |
| Q2 2022 | $395,000 | -11.6% | 17,810 | +1.4% | 0.02% | -12.0% |
| Q1 2022 | $447,000 | +0.4% | 17,568 | +0.4% | 0.02% | 0.0% |
| Q4 2021 | $445,000 | +4.5% | 17,492 | +5.5% | 0.02% | -3.8% |
| Q3 2021 | $426,000 | +7.0% | 16,581 | +7.5% | 0.03% | +8.3% |
| Q2 2021 | $398,000 | +7.9% | 15,424 | +5.9% | 0.02% | 0.0% |
| Q1 2021 | $369,000 | +7.9% | 14,571 | -2.9% | 0.02% | +4.3% |
| Q4 2020 | $342,000 | +23.0% | 15,010 | +5.7% | 0.02% | +9.5% |
| Q3 2020 | $278,000 | – | 14,205 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LGL PARTNERS, LLC | 1,760,584 | $44,648,420 | 7.83% |
| 3D/L Capital Management, LLC | 854,112 | $21,660,289 | 7.04% |
| FFT WEALTH MANAGEMENT LLC | 2,015,725 | $51,118,784 | 6.58% |
| Armbruster Capital Management, Inc. | 698,215 | $17,706,732 | 4.47% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 286,150 | $7,059,321 | 4.22% |
| Ackerman Capital Advisors, LLC | 467,615 | $11,858,716 | 3.30% |
| ShoreHaven Wealth Partners, LLC | 155,708 | $3,948,755 | 2.72% |
| Tacita Capital Inc | 132,660 | $3,364,258 | 2.63% |
| Kathmere Capital Management, LLC | 645,146 | $16,360,910 | 2.42% |
| CoreFirst Bank & Trust | 128,191 | $3,250,924 | 2.31% |