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 | $3,081,240 | -41.4% | 121,500 | -41.2% | 0.24% | -45.6% |
Q2 2023 | $5,255,425 | -22.5% | 206,500 | -24.5% | 0.44% | -20.6% |
Q1 2023 | $6,780,065 | +6.8% | 273,500 | -0.2% | 0.56% | +2.8% |
Q4 2022 | $6,348,580 | +6.8% | 274,000 | -9.0% | 0.54% | -12.1% |
Q3 2022 | $5,945,000 | -16.2% | 301,000 | -5.8% | 0.62% | -4.6% |
Q2 2022 | $7,091,000 | +758.5% | 319,684 | +885.5% | 0.65% | +1036.8% |
Q1 2022 | $826,000 | -95.8% | 32,439 | -95.8% | 0.06% | -94.1% |
Q4 2021 | $19,457,000 | +4.3% | 764,830 | +5.4% | 0.97% | -10.9% |
Q3 2021 | $18,650,000 | -90.9% | 725,397 | -90.8% | 1.09% | -91.5% |
Q2 2021 | $204,071,000 | +84.5% | 7,903,585 | +80.7% | 12.75% | +48.4% |
Q1 2021 | $110,593,000 | – | 4,373,000 | – | 8.59% | – |
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% |