ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 157 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $518 | +14.1% | 20,171 | +12.0% | 0.07% | +19.4% |
Q2 2023 | $454 | +0.9% | 18,003 | 0.0% | 0.06% | -1.6% |
Q1 2023 | $450 | -3.4% | 18,003 | -10.5% | 0.06% | -1.6% |
Q4 2022 | $466 | -99.9% | 20,104 | +1.6% | 0.06% | +4.9% |
Q3 2022 | $394,000 | -20.4% | 19,794 | +2.7% | 0.06% | -7.6% |
Q1 2022 | $495,000 | – | 19,273 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
IRONWOOD WEALTH MANAGEMENT, INC. | 221,914 | $5,645,000 | 3.95% |
Armbruster Capital Management, Inc. | 560,807 | $14,267,000 | 3.26% |
3D/L Capital Management, LLC | 548,037 | $13,942,000 | 3.26% |
Kathmere Capital Management, LLC | 658,628 | $16,756,000 | 2.91% |
LGL PARTNERS, LLC | 930,247 | $23,665,000 | 2.81% |
FFT WEALTH MANAGEMENT LLC | 1,201,065 | $30,555,000 | 2.74% |
ZEKE CAPITAL ADVISORS, LLC | 1,501,151 | $38,189,000 | 2.23% |
Intelligence Driven Advisers, LLC | 437,181 | $11,397,000 | 2.09% |
Prosperity Planning, Inc. | 154,985 | $3,943,000 | 2.00% |
Merriman Wealth Management, LLC | 1,890,670 | $48,412,000 | 1.91% |