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 | $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% | – |
Download |
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% |