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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IRONWOOD WEALTH MANAGEMENT, INC. | 221,914 | $5,645,000 | 3.95% |
| Armbruster Capital Management, Inc. | 560,807 | $14,267,000 | 3.26% |
| 3D/L Capital Management, LLC | 548,037 | $13,942,000 | 3.26% |
| Kathmere Capital Management, LLC | 658,628 | $16,756,000 | 2.91% |
| LGL PARTNERS, LLC | 930,247 | $23,665,000 | 2.81% |
| FFT WEALTH MANAGEMENT LLC | 1,201,065 | $30,555,000 | 2.74% |
| ZEKE CAPITAL ADVISORS, LLC | 1,501,151 | $38,189,000 | 2.23% |
| Intelligence Driven Advisers, LLC | 437,181 | $11,397,000 | 2.09% |
| Prosperity Planning, Inc. | 154,985 | $3,943,000 | 2.00% |
| Merriman Wealth Management, LLC | 1,890,670 | $48,412,000 | 1.91% |