ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 187 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $63,552 | -14.1% | 2,506 | -13.8% | 0.02% | -10.0% |
| Q2 2023 | $73,958 | -3.5% | 2,906 | -6.0% | 0.02% | -4.8% |
| Q1 2023 | $76,601 | +7.0% | 3,090 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $71,595 | +17.4% | 3,090 | 0.0% | 0.02% | +5.0% |
| Q3 2022 | $61,000 | -25.6% | 3,090 | -16.3% | 0.02% | -20.0% |
| Q2 2022 | $82,000 | -35.4% | 3,690 | -26.1% | 0.02% | -26.5% |
| Q1 2022 | $127,000 | -27.4% | 4,990 | -27.5% | 0.03% | -20.9% |
| Q4 2021 | $175,000 | -32.7% | 6,880 | -32.0% | 0.04% | -41.1% |
| Q3 2021 | $260,000 | -22.2% | 10,111 | -21.9% | 0.07% | -20.7% |
| Q2 2021 | $334,000 | +2.1% | 12,946 | 0.0% | 0.09% | -1.1% |
| Q1 2021 | $327,000 | +10.8% | 12,946 | 0.0% | 0.09% | +2.2% |
| Q4 2020 | $295,000 | – | 12,946 | – | 0.09% | – |
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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% |