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 | $317,743 | -1.0% | 12,607 | 0.0% | 0.10% | -1.0% |
Q2 2023 | $320,848 | +1.7% | 12,607 | 0.0% | 0.10% | -3.0% |
Q1 2023 | $315,569 | +6.6% | 12,607 | -0.4% | 0.10% | -6.5% |
Q4 2022 | $295,983 | -14.2% | 12,657 | -27.6% | 0.11% | -22.5% |
Q3 2022 | $345,000 | +18.6% | 17,489 | +32.8% | 0.14% | +22.1% |
Q2 2022 | $291,000 | – | 13,170 | – | 0.11% | – |
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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% |