ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 228 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,558 | +20.2% | 93,226 | +23.6% | 0.03% | +10.7% |
Q1 2024 | $2,129 | +36.4% | 75,431 | +28.1% | 0.03% | +27.3% |
Q4 2023 | $1,561 | +165.5% | 58,890 | +153.9% | 0.02% | +144.4% |
Q3 2023 | $588 | +98.6% | 23,197 | +99.5% | 0.01% | +80.0% |
Q2 2023 | $296 | -100.0% | 11,627 | -86.1% | 0.01% | -85.3% |
Q4 2022 | $1,936,000 | -99.9% | 83,568 | -22.0% | 0.03% | -29.2% |
Q4 2021 | $2,725,000,000 | – | 107,116 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Armbruster Capital Management, Inc. | 574,598 | $14,773,000 | 4.22% |
IRONWOOD WEALTH MANAGEMENT, INC. | 220,230 | $5,662,000 | 4.20% |
3D/L Capital Management, LLC | 537,311 | $13,814,000 | 3.32% |
Kathmere Capital Management, LLC | 632,637 | $16,265,000 | 2.95% |
FFT WEALTH MANAGEMENT LLC | 1,165,582 | $29,967,000 | 2.83% |
SENTINEL TRUST CO LBA | 588,322 | $15,126,000 | 2.37% |
ZEKE CAPITAL ADVISORS, LLC | 1,501,574 | $38,605,000 | 2.23% |
Prosperity Planning, Inc. | 140,859 | $3,621,000 | 1.98% |
Tacita Capital Inc | 121,870 | $3,133,000 | 1.92% |
TCG Advisory Services, LLC | 254,887 | $6,553,000 | 1.56% |