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 | $319,555 | +6.2% | 12,601 | +6.6% | 0.06% | +10.7% |
| Q2 2023 | $300,966 | +1.2% | 11,826 | +0.8% | 0.06% | -39.1% |
| Q1 2023 | $297,322 | +2.5% | 11,733 | +1.0% | 0.09% | -1.1% |
| Q4 2022 | $289,951 | +7.8% | 11,621 | -14.7% | 0.09% | -12.3% |
| Q3 2022 | $269,000 | -10.3% | 13,631 | +0.8% | 0.11% | -38.4% |
| Q2 2022 | $300,000 | -24.1% | 13,528 | -12.8% | 0.17% | -14.4% |
| Q1 2022 | $395,000 | -4.1% | 15,512 | -4.3% | 0.20% | -16.2% |
| Q4 2021 | $412,000 | +2.2% | 16,209 | +3.5% | 0.24% | +30.4% |
| Q3 2021 | $403,000 | +36.6% | 15,665 | +37.1% | 0.18% | +42.6% |
| Q2 2021 | $295,000 | – | 11,428 | – | 0.13% | – |
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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% |