ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 66 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,925,026 | +3.4% | 312,501 | +3.7% | 0.00% | 0.0% |
| Q2 2023 | $7,667,601 | -1.1% | 301,281 | -3.7% | 0.00% | 0.0% |
| Q1 2023 | $7,756,369 | +24.2% | 312,883 | +16.1% | 0.00% | +50.0% |
| Q4 2022 | $6,243,087 | +81.3% | 269,447 | +54.6% | 0.00% | 0.0% |
| Q3 2022 | $3,443,000 | -47.5% | 174,323 | -41.1% | 0.00% | -33.3% |
| Q2 2022 | $6,560,000 | -8.8% | 295,738 | +4.6% | 0.00% | +50.0% |
| Q1 2022 | $7,192,000 | +2563.7% | 282,612 | +2558.4% | 0.00% | – |
| Q4 2021 | $270,000 | -27.0% | 10,631 | -26.1% | 0.00% | – |
| Q3 2021 | $370,000 | -10.8% | 14,382 | -10.4% | 0.00% | – |
| Q2 2021 | $415,000 | +62.1% | 16,046 | +58.3% | 0.00% | – |
| Q1 2021 | $256,000 | +101.6% | 10,139 | +82.1% | 0.00% | – |
| Q4 2020 | $127,000 | +217.5% | 5,568 | +171.2% | 0.00% | – |
| Q3 2020 | $40,000 | +233.3% | 2,053 | +194.5% | 0.00% | – |
| Q1 2020 | $12,000 | -82.9% | 697 | -75.9% | 0.00% | – |
| Q4 2019 | $70,000 | +16.7% | 2,891 | +10.2% | 0.00% | – |
| Q3 2019 | $60,000 | -25.9% | 2,624 | -25.4% | 0.00% | – |
| Q2 2019 | $81,000 | -2.4% | 3,519 | -6.8% | 0.00% | – |
| Q4 2018 | $83,000 | -84.9% | 3,774 | -82.5% | 0.00% | – |
| Q3 2018 | $548,000 | -17.7% | 21,538 | -19.1% | 0.00% | – |
| Q2 2018 | $666,000 | -4.4% | 26,630 | +0.1% | 0.00% | – |
| Q1 2018 | $697,000 | +17325.0% | 26,591 | +17509.9% | 0.00% | – |
| Q3 2017 | $4,000 | -96.2% | 151 | -96.6% | 0.00% | – |
| Q2 2017 | $106,000 | +79.7% | 4,391 | +75.8% | 0.00% | – |
| Q1 2017 | $59,000 | +883.3% | 2,498 | +703.2% | 0.00% | – |
| Q1 2016 | $6,000 | – | 311 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LGL PARTNERS, LLC | 1,760,584 | $44,806,872 | 7.66% |
| 3D/L Capital Management, LLC | 894,581 | $22,767,081 | 6.58% |
| FFT WEALTH MANAGEMENT LLC | 2,015,725 | $51,300,199 | 6.37% |
| Armbruster Capital Management, Inc. | 692,560 | $17,625,652 | 4.34% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 286,711 | $7,136,237 | 4.16% |
| Ackerman Capital Advisors, LLC | 494,108 | $12,575,049 | 3.26% |
| ShoreHaven Wealth Partners, LLC | 156,466 | $3,982,060 | 2.66% |
| Tacita Capital Inc | 131,800 | $3,354 | 2.46% |
| Kathmere Capital Management, LLC | 619,494 | $15,766,129 | 2.45% |
| Prosperity Planning, Inc. | 197,620 | $5,029,430 | 2.08% |