ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 160 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $847,937 | +136.2% | 33,436 | +83.9% | 0.00% | – |
| Q3 2022 | $359,000 | -68.6% | 18,182 | -64.7% | 0.00% | – |
| Q2 2022 | $1,142,000 | -82.4% | 51,509 | -79.8% | 0.00% | -100.0% |
| Q1 2022 | $6,504,000 | +76.7% | 255,547 | +76.6% | 0.00% | 0.0% |
| Q4 2021 | $3,681,000 | +75.0% | 144,700 | +76.9% | 0.00% | – |
| Q3 2021 | $2,103,000 | -71.0% | 81,785 | -70.9% | 0.00% | -100.0% |
| Q2 2021 | $7,260,000 | +196.1% | 281,193 | +161.1% | 0.00% | +100.0% |
| Q4 2020 | $2,452,000 | +471.6% | 107,702 | +391.8% | 0.00% | – |
| Q3 2020 | $429,000 | -77.4% | 21,898 | -79.7% | 0.00% | -100.0% |
| Q1 2020 | $1,896,000 | -58.8% | 107,737 | -43.0% | 0.00% | -50.0% |
| Q4 2019 | $4,603,000 | +77.2% | 188,883 | +65.7% | 0.00% | +100.0% |
| Q3 2019 | $2,598,000 | +62.4% | 113,976 | +64.2% | 0.00% | 0.0% |
| Q2 2019 | $1,600,000 | +1.3% | 69,421 | +4.4% | 0.00% | 0.0% |
| Q1 2019 | $1,579,000 | +18.5% | 66,484 | +9.1% | 0.00% | 0.0% |
| Q4 2018 | $1,333,000 | -52.0% | 60,941 | -45.1% | 0.00% | 0.0% |
| Q2 2018 | $2,775,000 | +232.7% | 110,981 | +236.6% | 0.00% | 0.0% |
| Q3 2017 | $834,000 | +13.9% | 32,970 | +8.7% | 0.00% | 0.0% |
| Q2 2017 | $732,000 | +57.8% | 30,343 | +41.0% | 0.00% | – |
| Q3 2016 | $464,000 | – | 21,521 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IRONWOOD WEALTH MANAGEMENT, INC. | 221,914 | $5,645,000 | 3.95% |
| Armbruster Capital Management, Inc. | 560,807 | $14,267,000 | 3.26% |
| 3D/L Capital Management, LLC | 548,037 | $13,942,000 | 3.26% |
| Kathmere Capital Management, LLC | 658,628 | $16,756,000 | 2.91% |
| LGL PARTNERS, LLC | 930,247 | $23,665,000 | 2.81% |
| FFT WEALTH MANAGEMENT LLC | 1,201,065 | $30,555,000 | 2.74% |
| ZEKE CAPITAL ADVISORS, LLC | 1,501,151 | $38,189,000 | 2.23% |
| Intelligence Driven Advisers, LLC | 437,181 | $11,397,000 | 2.09% |
| Prosperity Planning, Inc. | 154,985 | $3,943,000 | 2.00% |
| Merriman Wealth Management, LLC | 1,890,670 | $48,412,000 | 1.91% |