ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 187 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $360,599,138 | -2.6% | 14,219,231 | -2.3% | 0.47% | -2.1% |
Q2 2023 | $370,398,374 | +8.6% | 14,553,963 | +5.7% | 0.48% | +0.6% |
Q1 2023 | $341,193,777 | +7.5% | 13,763,363 | +0.5% | 0.48% | -0.8% |
Q4 2022 | $317,243,009 | +21.8% | 13,692,068 | +3.9% | 0.48% | +5.7% |
Q3 2022 | $260,360,000 | -11.2% | 13,182,745 | -0.3% | 0.45% | -9.9% |
Q2 2022 | $293,360,000 | -5.1% | 13,226,285 | +8.9% | 0.50% | +1.6% |
Q1 2022 | $309,175,000 | +2.1% | 12,148,278 | +2.0% | 0.50% | +0.2% |
Q4 2021 | $302,902,000 | +3.3% | 11,906,505 | +4.4% | 0.50% | -7.6% |
Q3 2021 | $293,277,000 | +2.1% | 11,407,138 | +2.6% | 0.54% | -1.7% |
Q2 2021 | $287,119,000 | +50538.3% | 11,120,017 | +49536.3% | 0.54% | +54400.0% |
Q1 2021 | $567,000 | +37.6% | 22,403 | +24.0% | 0.00% | 0.0% |
Q4 2020 | $412,000 | +20.8% | 18,070 | +3.6% | 0.00% | 0.0% |
Q3 2020 | $341,000 | – | 17,440 | – | 0.00% | – |
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% |