ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 123 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,571,686 | -0.4% | 61,975 | 0.0% | 0.14% | +5.9% |
Q2 2023 | $1,577,264 | +2.7% | 61,975 | 0.0% | 0.14% | -4.3% |
Q1 2023 | $1,536,360 | +7.0% | 61,975 | 0.0% | 0.14% | 0.0% |
Q4 2022 | $1,435,961 | +15.8% | 61,975 | -1.3% | 0.14% | +13.7% |
Q3 2022 | $1,240,000 | +1900.0% | 62,783 | +2146.3% | 0.12% | +1966.7% |
Q2 2022 | $62,000 | +24.0% | 2,795 | +43.0% | 0.01% | +100.0% |
Q1 2022 | $50,000 | – | 1,955 | +39000.0% | 0.00% | – |
Q4 2021 | $0 | – | 5 | 0.0% | 0.00% | – |
Q3 2021 | $0 | – | 5 | 0.0% | 0.00% | – |
Q2 2021 | $0 | – | 5 | 0.0% | 0.00% | – |
Q1 2021 | $0 | – | 5 | 0.0% | 0.00% | – |
Q4 2020 | $0 | – | 5 | 0.0% | 0.00% | – |
Q3 2020 | $0 | – | 5 | 0.0% | 0.00% | – |
Q2 2020 | $0 | – | 5 | 0.0% | 0.00% | – |
Q1 2020 | $0 | – | 5 | – | 0.00% | – |
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% |