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 | $233,240 | -48.4% | 8,500 | -46.9% | 0.02% | -48.4% |
Q1 2024 | $451,680 | +6.5% | 16,000 | 0.0% | 0.03% | -6.1% |
Q4 2023 | $424,160 | +4.5% | 16,000 | 0.0% | 0.03% | -5.7% |
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 ↓ |
---|---|---|---|
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% |