ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 97 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,750,393 | +735.2% | 108,454 | +738.2% | 0.06% | +771.4% |
| Q2 2023 | $329,297 | -84.5% | 12,939 | -84.9% | 0.01% | -83.3% |
| Q1 2023 | $2,122,098 | -67.6% | 85,603 | -69.7% | 0.04% | -77.4% |
| Q4 2022 | $6,550,946 | -62.3% | 282,734 | -63.9% | 0.19% | -61.8% |
| Q2 2022 | $17,366,000 | +108.9% | 782,971 | +139.7% | 0.49% | +109.0% |
| Q1 2022 | $8,312,000 | +171.5% | 326,608 | +175.5% | 0.23% | +124.0% |
| Q2 2021 | $3,061,000 | -38.7% | 118,564 | -39.9% | 0.10% | -62.6% |
| Q1 2021 | $4,993,000 | +425.6% | 197,435 | +449.1% | 0.28% | +355.7% |
| Q4 2017 | $950,000 | – | 35,954 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LGL PARTNERS, LLC | 1,760,584 | $44,648,420 | 7.83% |
| 3D/L Capital Management, LLC | 854,112 | $21,660,289 | 7.04% |
| FFT WEALTH MANAGEMENT LLC | 2,015,725 | $51,118,784 | 6.58% |
| Armbruster Capital Management, Inc. | 698,215 | $17,706,732 | 4.47% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 286,150 | $7,059,321 | 4.22% |
| Ackerman Capital Advisors, LLC | 467,615 | $11,858,716 | 3.30% |
| ShoreHaven Wealth Partners, LLC | 155,708 | $3,948,755 | 2.72% |
| Tacita Capital Inc | 132,660 | $3,364,258 | 2.63% |
| Kathmere Capital Management, LLC | 645,146 | $16,360,910 | 2.42% |
| CoreFirst Bank & Trust | 128,191 | $3,250,924 | 2.31% |