ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 66 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,774 | -5.5% | 700,866 | -5.2% | 0.07% | 0.0% |
| Q2 2023 | $18,806 | +2.1% | 738,926 | -0.5% | 0.07% | -12.0% |
| Q1 2023 | $18,415 | +5.3% | 742,847 | -1.6% | 0.08% | +10.3% |
| Q4 2022 | $17,491 | -99.9% | 754,893 | -0.8% | 0.07% | +6.2% |
| Q3 2022 | $15,035,000 | -11.8% | 761,257 | +0.9% | 0.06% | -16.9% |
| Q2 2022 | $17,042,000 | -12.3% | 754,412 | -1.2% | 0.08% | -7.2% |
| Q1 2022 | $19,423,000 | +32.0% | 763,190 | +31.9% | 0.08% | +45.6% |
| Q4 2021 | $14,719,000 | +2.8% | 578,561 | +3.9% | 0.06% | -6.6% |
| Q3 2021 | $14,315,000 | +14.1% | 556,768 | +14.5% | 0.06% | +10.9% |
| Q2 2021 | $12,551,000 | +41.7% | 486,076 | +38.8% | 0.06% | +27.9% |
| Q1 2021 | $8,858,000 | +10.2% | 350,241 | -0.8% | 0.04% | +10.3% |
| Q4 2020 | $8,040,000 | +18.6% | 353,076 | +1.9% | 0.04% | 0.0% |
| Q3 2020 | $6,780,000 | -4.2% | 346,432 | -4.4% | 0.04% | -13.3% |
| Q2 2020 | $7,078,000 | +19.3% | 362,399 | +7.5% | 0.04% | -4.3% |
| Q1 2020 | $5,933,000 | -9.6% | 337,126 | +25.1% | 0.05% | +9.3% |
| Q4 2019 | $6,565,000 | +9.5% | 269,378 | +2.4% | 0.04% | -2.3% |
| Q3 2019 | $5,995,000 | +0.4% | 263,058 | +1.5% | 0.04% | -4.3% |
| Q2 2019 | $5,971,000 | -1.5% | 259,046 | +1.5% | 0.05% | -8.0% |
| Q1 2019 | $6,059,000 | +23.6% | 255,120 | +13.8% | 0.05% | +6.4% |
| Q4 2018 | $4,904,000 | -16.2% | 224,224 | -2.5% | 0.05% | -6.0% |
| Q3 2018 | $5,851,000 | +10.3% | 229,974 | +8.4% | 0.05% | -2.0% |
| Q2 2018 | $5,303,000 | +11.5% | 212,082 | +16.8% | 0.05% | +6.2% |
| Q1 2018 | $4,758,000 | +3.7% | 181,587 | +4.6% | 0.05% | 0.0% |
| Q4 2017 | $4,590,000 | +10.2% | 173,667 | +5.5% | 0.05% | +2.1% |
| Q3 2017 | $4,165,000 | +13.7% | 164,615 | +8.4% | 0.05% | +2.2% |
| Q2 2017 | $3,662,000 | +48.1% | 151,797 | +43.6% | 0.05% | +39.4% |
| Q1 2017 | $2,472,000 | +192.5% | 105,690 | +176.8% | 0.03% | +153.8% |
| Q4 2016 | $845,000 | – | 38,181 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LGL PARTNERS, LLC | 1,760,584 | $44,806,872 | 7.66% |
| 3D/L Capital Management, LLC | 894,581 | $22,767,081 | 6.58% |
| FFT WEALTH MANAGEMENT LLC | 2,015,725 | $51,300,199 | 6.37% |
| Armbruster Capital Management, Inc. | 692,560 | $17,625,652 | 4.34% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 286,711 | $7,136,237 | 4.16% |
| Ackerman Capital Advisors, LLC | 494,108 | $12,575,049 | 3.26% |
| ShoreHaven Wealth Partners, LLC | 156,466 | $3,982,060 | 2.66% |
| Tacita Capital Inc | 131,800 | $3,354 | 2.46% |
| Kathmere Capital Management, LLC | 619,494 | $15,766,129 | 2.45% |
| Prosperity Planning, Inc. | 197,620 | $5,029,430 | 2.08% |