ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 19 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,719,166 | -42.9% | 225,519 | -41.9% | 0.26% | +16.8% |
Q2 2023 | $10,019,128 | +431.5% | 388,488 | +438.5% | 0.22% | +168.3% |
Q1 2023 | $1,885,123 | +18751.2% | 72,144 | +1202300.0% | 0.08% | – |
Q3 2022 | $10,000 | -58.3% | 6 | -99.1% | 0.00% | -100.0% |
Q2 2022 | $24,000 | 0.0% | 666 | 0.0% | 0.00% | – |
Q1 2022 | $24,000 | – | 666 | – | 0.00% | – |
Q2 2021 | $0 | – | 0 | – | 0.00% | – |
Q1 2021 | $0 | – | 0 | – | 0.00% | – |
Q4 2020 | $0 | – | 0 | – | 0.00% | – |
Q3 2020 | $0 | – | 0 | – | 0.00% | – |
Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q1 2020 | $28,000 | -24.3% | 1,523 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $37,000 | +8.8% | 1,523 | +1.5% | 0.00% | +50.0% |
Q3 2019 | $34,000 | -45.2% | 1,500 | -46.7% | 0.00% | -50.0% |
Q4 2018 | $62,000 | -41.0% | 2,812 | -31.8% | 0.00% | 0.0% |
Q3 2018 | $105,000 | -14.6% | 4,124 | -15.9% | 0.00% | -20.0% |
Q2 2018 | $123,000 | +95.2% | 4,905 | +105.3% | 0.01% | +66.7% |
Q1 2018 | $63,000 | 0.0% | 2,389 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $63,000 | – | 2,389 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Armbruster Capital Management, Inc. | 574,598 | $14,773,000 | 4.22% |
IRONWOOD WEALTH MANAGEMENT, INC. | 220,230 | $5,662,000 | 4.20% |
3D/L Capital Management, LLC | 537,311 | $13,814,000 | 3.32% |
Kathmere Capital Management, LLC | 632,637 | $16,265,000 | 2.95% |
FFT WEALTH MANAGEMENT LLC | 1,165,582 | $29,967,000 | 2.83% |
SENTINEL TRUST CO LBA | 588,322 | $15,126,000 | 2.37% |
ZEKE CAPITAL ADVISORS, LLC | 1,501,574 | $38,605,000 | 2.23% |
Prosperity Planning, Inc. | 140,859 | $3,621,000 | 1.98% |
Tacita Capital Inc | 121,870 | $3,133,000 | 1.92% |
TCG Advisory Services, LLC | 254,887 | $6,553,000 | 1.56% |