Virtus Fund Advisers, LLC - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 315 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
Virtus Fund Advisers, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,803,690
+1.2%
40,7890.0%12.78%
+1.5%
Q2 2023$1,782,479
+4.7%
40,7890.0%12.59%
+5.4%
Q1 2023$1,702,5330.0%40,7890.0%11.95%
-2.2%
Q4 2022$1,702,533
+2.4%
40,789
+166.0%
12.21%
-44.5%
Q3 2022$1,663,000
+83050.0%
15,333
+26336.2%
21.99%
Q2 2017$2,000
-71.4%
58
-74.0%
0.00%
Q1 2017$7,000
+16.7%
223
-7.1%
0.00%
Q4 2016$6,000
-99.2%
240
-99.1%
0.00%
-100.0%
Q3 2016$790,00026,8640.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders