ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 160 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,531 | +12.8% | 16,267 | +13.2% | 0.01% | +37.5% |
| Q2 2023 | $365,615 | +1.1% | 14,366 | -1.5% | 0.01% | -20.0% |
| Q1 2023 | $361,711 | +3.5% | 14,591 | -3.3% | 0.01% | 0.0% |
| Q4 2022 | $349,519 | +12.7% | 15,085 | -3.8% | 0.01% | +11.1% |
| Q3 2022 | $310,000 | +2.3% | 15,674 | +14.9% | 0.01% | -30.8% |
| Q2 2022 | $303,000 | – | 13,644 | – | 0.01% | – |
Download | ||||||
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% |