ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 226 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $437,141 | -2.7% | 15,931 | +0.1% | 0.01% | -12.5% |
Q1 2024 | $449,297 | +6.6% | 15,916 | +0.1% | 0.02% | -11.1% |
Q4 2023 | $421,500 | +16.4% | 15,900 | +11.3% | 0.02% | 0.0% |
Q3 2023 | $362,196 | +0.7% | 14,282 | +1.0% | 0.02% | 0.0% |
Q2 2023 | $359,791 | +33.8% | 14,137 | +4.0% | 0.02% | +12.5% |
Q3 2022 | $269,000 | +0.7% | 13,599 | +12.8% | 0.02% | +6.7% |
Q2 2022 | $267,000 | -13.0% | 12,052 | -99.0% | 0.02% | +7.1% |
Q1 2022 | $307,000 | – | 1,205,200 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Armbruster Capital Management, Inc. | 574,598 | $14,773,000 | 4.22% |
IRONWOOD WEALTH MANAGEMENT, INC. | 220,230 | $5,662,000 | 4.20% |
3D/L Capital Management, LLC | 537,311 | $13,814,000 | 3.32% |
Kathmere Capital Management, LLC | 632,637 | $16,265,000 | 2.95% |
FFT WEALTH MANAGEMENT LLC | 1,165,582 | $29,967,000 | 2.83% |
SENTINEL TRUST CO LBA | 588,322 | $15,126,000 | 2.37% |
ZEKE CAPITAL ADVISORS, LLC | 1,501,574 | $38,605,000 | 2.23% |
Prosperity Planning, Inc. | 140,859 | $3,621,000 | 1.98% |
Tacita Capital Inc | 121,870 | $3,133,000 | 1.92% |
TCG Advisory Services, LLC | 254,887 | $6,553,000 | 1.56% |