ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 187 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $451,985 | +16.2% | 18,137 | +1.2% | 0.03% | 0.0% |
Q3 2022 | $389,000 | -4.7% | 17,925 | -0.5% | 0.03% | -6.7% |
Q2 2022 | $408,000 | +5.4% | 18,012 | +11.5% | 0.03% | 0.0% |
Q1 2022 | $387,000 | -10.0% | 16,153 | 0.0% | 0.03% | 0.0% |
Q4 2021 | $430,000 | +4.1% | 16,153 | +2.1% | 0.03% | +3.4% |
Q3 2021 | $413,000 | -49.3% | 15,818 | -50.0% | 0.03% | -3.3% |
Q2 2021 | $814,000 | +102.0% | 31,636 | +102.3% | 0.03% | -9.1% |
Q1 2021 | $403,000 | +8.3% | 15,640 | 0.0% | 0.03% | -5.7% |
Q4 2020 | $372,000 | +22.8% | 15,640 | +1.2% | 0.04% | -2.8% |
Q3 2020 | $303,000 | -1.6% | 15,459 | 0.0% | 0.04% | -5.3% |
Q2 2020 | $308,000 | +12.0% | 15,459 | +1.0% | 0.04% | -9.5% |
Q1 2020 | $275,000 | -26.5% | 15,300 | 0.0% | 0.04% | -8.7% |
Q4 2019 | $374,000 | +4.8% | 15,300 | +1.5% | 0.05% | -8.0% |
Q3 2019 | $357,000 | +2.9% | 15,073 | 0.0% | 0.05% | 0.0% |
Q2 2019 | $347,000 | -3.3% | 15,073 | +2.1% | 0.05% | -5.7% |
Q1 2019 | $359,000 | -40.5% | 14,756 | -43.6% | 0.05% | -40.4% |
Q4 2018 | $603,000 | – | 26,161 | – | 0.09% | – |
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% |