ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 157 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $218,502 | -67.0% | 8,616 | -67.7% | 0.00% | – |
| Q1 2023 | $661,571 | -59.3% | 26,687 | -63.6% | 0.00% | – |
| Q2 2022 | $1,625,000 | -8.8% | 73,282 | +6.2% | 0.00% | – |
| Q2 2021 | $1,782,000 | -31.1% | 68,999 | -32.5% | 0.00% | – |
| Q1 2021 | $2,585,000 | +15.8% | 102,231 | +4.3% | 0.00% | – |
| Q4 2020 | $2,232,000 | +363.1% | 98,046 | +297.9% | 0.00% | – |
| Q3 2020 | $482,000 | -72.7% | 24,642 | -68.2% | 0.00% | -100.0% |
| Q3 2019 | $1,767,000 | +3.9% | 77,539 | +14.0% | 0.00% | 0.0% |
| Q2 2018 | $1,700,000 | +276.9% | 68,005 | +298.2% | 0.00% | – |
| Q4 2017 | $451,000 | -77.8% | 17,077 | -78.7% | 0.00% | -100.0% |
| Q3 2017 | $2,032,000 | -19.9% | 80,312 | -23.6% | 0.00% | 0.0% |
| Q2 2017 | $2,536,000 | – | 105,113 | – | 0.00% | – |
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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% |