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 | $711,408 | +1.7% | 28,052 | +2.0% | 0.00% | 0.0% |
| Q2 2023 | $699,859 | -12.1% | 27,499 | -14.4% | 0.00% | -50.0% |
| Q1 2023 | $796,274 | +42.4% | 32,121 | +33.1% | 0.00% | +100.0% |
| Q4 2022 | $559,342 | +136.0% | 24,140 | +100.9% | 0.00% | 0.0% |
| Q3 2022 | $237,000 | -9.9% | 12,014 | +1.5% | 0.00% | 0.0% |
| Q2 2022 | $263,000 | -5.4% | 11,836 | +8.4% | 0.00% | 0.0% |
| Q1 2022 | $278,000 | +26.4% | 10,918 | +26.3% | 0.00% | – |
| Q4 2021 | $220,000 | -51.1% | 8,645 | -51.1% | 0.00% | -100.0% |
| Q3 2018 | $450,000 | -30.9% | 17,694 | -32.1% | 0.00% | -33.3% |
| Q2 2018 | $651,000 | -37.3% | 26,042 | -34.3% | 0.00% | -50.0% |
| Q1 2018 | $1,038,000 | -83.7% | 39,634 | -83.5% | 0.01% | -85.0% |
| Q4 2017 | $6,354,000 | +5.3% | 240,425 | +0.8% | 0.04% | +2.6% |
| Q3 2017 | $6,037,000 | +6.4% | 238,602 | +1.4% | 0.04% | 0.0% |
| Q2 2017 | $5,676,000 | +3.6% | 235,263 | +0.4% | 0.04% | -7.1% |
| Q1 2017 | $5,481,000 | – | 234,325 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 574,598 | $14,773,000 | 4.22% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 220,230 | $5,662,000 | 4.20% |
| 3D/L Capital Management, LLC | 537,311 | $13,814,000 | 3.32% |
| Kathmere Capital Management, LLC | 632,637 | $16,265,000 | 2.95% |
| FFT WEALTH MANAGEMENT LLC | 1,165,582 | $29,967,000 | 2.83% |
| SENTINEL TRUST CO LBA | 588,322 | $15,126,000 | 2.37% |
| ZEKE CAPITAL ADVISORS, LLC | 1,501,574 | $38,605,000 | 2.23% |
| Prosperity Planning, Inc. | 140,859 | $3,621,000 | 1.98% |
| Tacita Capital Inc | 121,870 | $3,133,000 | 1.92% |
| TCG Advisory Services, LLC | 254,887 | $6,553,000 | 1.56% |