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 | $82 | +78.3% | 3,251 | +80.5% | 0.00% | – |
| Q2 2023 | $46 | +7.0% | 1,801 | +5.0% | 0.00% | – |
| Q1 2023 | $43 | +13.2% | 1,715 | +3.7% | 0.00% | – |
| Q4 2022 | $38 | -99.0% | 1,654 | +818.9% | 0.00% | – |
| Q3 2022 | $4,000 | -42.9% | 180 | -45.9% | 0.00% | – |
| Q2 2022 | $7,000 | +40.0% | 333 | +85.0% | 0.00% | – |
| Q1 2022 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2021 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q1 2021 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q4 2020 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q3 2020 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q1 2020 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | 0.0% | 180 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | -99.8% | 180 | -99.9% | 0.00% | -100.0% |
| Q4 2018 | $3,109,000 | -11.0% | 142,159 | +3.6% | 0.08% | -12.4% |
| Q3 2018 | $3,492,000 | -23.5% | 137,245 | -24.8% | 0.09% | -40.7% |
| Q2 2018 | $4,563,000 | +814.4% | 182,492 | +857.4% | 0.15% | +650.0% |
| Q1 2018 | $499,000 | +16533.3% | 19,061 | +14450.4% | 0.02% | – |
| Q4 2017 | $3,000 | – | 131 | +991.7% | 0.00% | – |
| Q3 2017 | $0 | – | 12 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 12 | – | 0.00% | – |
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% |