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 | $1,486 | +2.8% | 58,597 | +3.1% | 0.01% | 0.0% |
| Q2 2023 | $1,446 | -1.0% | 56,821 | -3.6% | 0.01% | 0.0% |
| Q1 2023 | $1,461 | +7.0% | 58,936 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $1,366 | -99.9% | 58,936 | +16.8% | 0.01% | +12.5% |
| Q3 2022 | $997,000 | -12.3% | 50,472 | -1.6% | 0.01% | 0.0% |
| Q2 2022 | $1,137,000 | -6.6% | 51,281 | +7.2% | 0.01% | +14.3% |
| Q1 2022 | $1,217,000 | -18.4% | 47,820 | -18.4% | 0.01% | -12.5% |
| Q4 2021 | $1,491,000 | +1.1% | 58,602 | +2.1% | 0.01% | -11.1% |
| Q3 2021 | $1,475,000 | +2.8% | 57,390 | +3.3% | 0.01% | 0.0% |
| Q2 2021 | $1,435,000 | -9.5% | 55,577 | -11.4% | 0.01% | -25.0% |
| Q1 2021 | $1,586,000 | -2.8% | 62,694 | -12.5% | 0.01% | -7.7% |
| Q4 2020 | $1,632,000 | +44.9% | 71,673 | +24.5% | 0.01% | +18.2% |
| Q3 2020 | $1,126,000 | +0.6% | 57,555 | +0.4% | 0.01% | -15.4% |
| Q2 2020 | $1,119,000 | +82.8% | 57,299 | +64.0% | 0.01% | -7.1% |
| Q1 2020 | $612,000 | – | 34,945 | – | 0.01% | – |
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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% |