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 | $1,279,666 | -0.4% | 50,460 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $1,284,207 | +3.0% | 50,460 | +0.3% | 0.01% | -15.4% |
Q1 2023 | $1,247,255 | +12.3% | 50,313 | +4.9% | 0.01% | +8.3% |
Q4 2022 | $1,110,812 | +9.9% | 47,942 | -6.4% | 0.01% | -7.7% |
Q3 2022 | $1,011,000 | -11.0% | 51,199 | 0.0% | 0.01% | -18.8% |
Q2 2022 | $1,136,000 | -14.5% | 51,199 | -1.9% | 0.02% | -5.9% |
Q1 2022 | $1,328,000 | +2.2% | 52,168 | +2.2% | 0.02% | -5.6% |
Q4 2021 | $1,299,000 | -0.8% | 51,053 | +0.2% | 0.02% | -18.2% |
Q3 2021 | $1,310,000 | -0.4% | 50,949 | 0.0% | 0.02% | -8.3% |
Q2 2021 | $1,315,000 | +2.2% | 50,949 | +0.1% | 0.02% | -7.7% |
Q1 2021 | $1,287,000 | +11.0% | 50,886 | 0.0% | 0.03% | -13.3% |
Q4 2020 | $1,159,000 | +16.5% | 50,886 | +0.1% | 0.03% | 0.0% |
Q3 2020 | $995,000 | -1.3% | 50,824 | -1.5% | 0.03% | -3.2% |
Q2 2020 | $1,008,000 | +4.3% | 51,620 | -5.9% | 0.03% | -3.1% |
Q1 2020 | $966,000 | – | 54,876 | – | 0.03% | – |
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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% |