ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 196 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2023 | $11,827 | -12.6% | 464,729 | -14.8% | 0.13% | -9.4% |
| Q1 2023 | $13,527 | -19.6% | 545,651 | -24.9% | 0.14% | -17.8% |
| Q4 2022 | $16,825 | -99.9% | 726,145 | -20.1% | 0.17% | -5.6% |
| Q3 2022 | $17,952,000 | -34.9% | 908,959 | -26.9% | 0.18% | -26.9% |
| Q2 2022 | $27,584,000 | -37.3% | 1,243,649 | -28.1% | 0.24% | -25.3% |
| Q1 2022 | $44,011,000 | +40.0% | 1,729,314 | +39.9% | 0.33% | +49.1% |
| Q4 2021 | $31,441,000 | -1.4% | 1,235,880 | -24.2% | 0.22% | -15.7% |
| Q3 2021 | $31,889,000 | +3.0% | 1,629,459 | +35.9% | 0.26% | +18.6% |
| Q2 2021 | $30,961,000 | -12.5% | 1,199,098 | -22.8% | 0.22% | -18.2% |
| Q1 2021 | $35,369,000 | 0.0% | 1,553,299 | 0.0% | 0.27% | 0.0% |
| Q4 2020 | $35,369,000 | +10.9% | 1,553,299 | -4.7% | 0.27% | +3.1% |
| Q3 2020 | $31,889,000 | +2.2% | 1,629,459 | +1.9% | 0.26% | -0.4% |
| Q2 2020 | $31,215,000 | -4.3% | 1,598,318 | -13.8% | 0.26% | -13.2% |
| Q1 2020 | $32,615,000 | -16.7% | 1,853,132 | +15.3% | 0.30% | +1.3% |
| Q4 2019 | $39,164,000 | +17.8% | 1,607,073 | +10.1% | 0.30% | +12.0% |
| Q3 2019 | $33,253,000 | +112.9% | 1,459,103 | +115.4% | 0.27% | +109.4% |
| Q2 2019 | $15,616,000 | +34.5% | 677,503 | +38.6% | 0.13% | +30.9% |
| Q1 2019 | $11,607,000 | -8.1% | 488,690 | -15.4% | 0.10% | -17.1% |
| Q4 2018 | $12,630,000 | +177.7% | 577,514 | +223.0% | 0.12% | +216.2% |
| Q3 2018 | $4,548,000 | +412.2% | 178,788 | +403.4% | 0.04% | +362.5% |
| Q2 2018 | $888,000 | – | 35,517 | – | 0.01% | – |
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% |