ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 192 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,555,342 | +4.3% | 257,771 | +1.9% | 0.75% | -20.3% |
| Q1 2023 | $6,284,241 | +60.1% | 252,962 | +43.0% | 0.94% | -11.3% |
| Q2 2022 | $3,925,000 | +14.5% | 176,953 | +31.4% | 1.06% | +93.6% |
| Q1 2022 | $3,427,000 | +15.8% | 134,683 | +17.0% | 0.55% | -0.4% |
| Q3 2021 | $2,959,000 | +1.9% | 115,095 | +2.3% | 0.55% | -6.0% |
| Q2 2021 | $2,904,000 | +11.6% | 112,460 | +9.3% | 0.58% | -21.0% |
| Q1 2021 | $2,602,000 | +25.0% | 102,901 | +12.5% | 0.74% | +10.0% |
| Q4 2020 | $2,082,000 | – | 91,449 | – | 0.67% | – |
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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% |