ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 102 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,760 | -0.4% | 16,000 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $407,200 | +2.7% | 16,000 | 0.0% | 0.03% | -5.6% |
| Q1 2023 | $396,640 | +7.0% | 16,000 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $370,720 | +17.3% | 16,000 | 0.0% | 0.04% | +9.1% |
| Q3 2022 | $316,000 | -11.0% | 16,000 | 0.0% | 0.03% | -8.3% |
| Q2 2022 | $355,000 | -12.8% | 16,000 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $407,000 | 0.0% | 16,000 | 0.0% | 0.04% | +5.9% |
| Q4 2021 | $407,000 | +13.1% | 16,000 | +14.3% | 0.03% | +3.0% |
| Q3 2021 | $360,000 | -26.7% | 14,000 | -26.3% | 0.03% | -29.8% |
| Q2 2021 | $491,000 | -3.0% | 19,000 | -5.0% | 0.05% | -6.0% |
| Q1 2021 | $506,000 | – | 20,000 | – | 0.05% | – |
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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% |