ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 223 filers reported holding ISHARES TR in Q2 2024. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Farrow Financial Inc. | 270,978 | $7,435,637 | 5.07% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 289,164 | $8,218,041 | 4.16% |
| Armbruster Capital Management, Inc. | 712,510 | $19,551,269 | 4.06% |
| CoreFirst Bank & Trust | 167,813 | $4,604,789 | 3.10% |
| Ackerman Capital Advisors, LLC | 422,731 | $11,599,739 | 3.08% |
| Tacita Capital Inc | 116,213 | $3,188,885 | 2.25% |
| Kathmere Capital Management, LLC | 736,762 | $20,216,753 | 2.14% |
| Clayton Partners LLC | 87,881 | $2,411,455 | 1.94% |
| ShoreHaven Wealth Partners, LLC | 130,180 | $3,572,139 | 1.88% |
| Prosperity Planning, Inc. | 195,582 | $5,366,773 | 1.84% |