ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 155 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,540,671 | +28.9% | 731,099 | +29.4% | 0.00% | – |
| Q2 2023 | $14,384,111 | +93.6% | 565,191 | +88.6% | 0.00% | – |
| Q1 2023 | $7,428,373 | -15.2% | 299,652 | -20.8% | 0.00% | – |
| Q4 2022 | $8,764,192 | +1125.8% | 378,256 | +944.3% | 0.00% | – |
| Q3 2022 | $715,000 | -91.8% | 36,220 | -90.8% | 0.00% | – |
| Q2 2022 | $8,736,000 | -41.1% | 393,861 | -32.5% | 0.00% | – |
| Q1 2022 | $14,842,000 | +47.3% | 583,183 | +47.3% | 0.00% | – |
| Q4 2021 | $10,074,000 | +1445.1% | 395,969 | +1460.9% | 0.00% | – |
| Q3 2021 | $652,000 | -95.9% | 25,368 | -95.9% | 0.00% | – |
| Q2 2021 | $16,063,000 | -5.6% | 622,119 | -7.5% | 0.00% | -100.0% |
| Q1 2021 | $17,014,000 | +2.8% | 672,752 | -7.5% | 0.00% | 0.0% |
| Q4 2020 | $16,557,000 | -9.7% | 727,163 | -22.4% | 0.00% | 0.0% |
| Q3 2020 | $18,331,000 | +0.5% | 936,668 | +0.3% | 0.00% | 0.0% |
| Q2 2020 | $18,246,000 | +20.8% | 934,271 | +8.9% | 0.00% | 0.0% |
| Q1 2020 | $15,105,000 | -10.4% | 858,247 | +24.1% | 0.00% | 0.0% |
| Q4 2019 | $16,855,000 | +191.9% | 691,628 | +172.9% | 0.00% | – |
| Q3 2019 | $5,775,000 | – | 253,400 | – | 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% |