ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 155 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,648,420 | -0.4% | 1,760,584 | 0.0% | 7.83% | +2.2% |
| Q2 2023 | $44,806,872 | +5.3% | 1,760,584 | +2.5% | 7.66% | +5.2% |
| Q1 2023 | $42,570,640 | +7.0% | 1,717,251 | 0.0% | 7.28% | +1.0% |
| Q4 2022 | $39,788,694 | +18.8% | 1,717,251 | +1.3% | 7.21% | +3.4% |
| Q3 2022 | $33,480,000 | +42.8% | 1,695,207 | +60.4% | 6.97% | +83.9% |
| Q2 2022 | $23,445,000 | -1.2% | 1,057,032 | +13.4% | 3.79% | +19.5% |
| Q1 2022 | $23,725,000 | +0.3% | 932,227 | +0.2% | 3.17% | +12.8% |
| Q4 2021 | $23,665,000 | – | 930,247 | – | 2.81% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LGL PARTNERS, LLC | 1,760,584 | $44,648,420 | 7.83% |
| 3D/L Capital Management, LLC | 854,112 | $21,660,289 | 7.04% |
| FFT WEALTH MANAGEMENT LLC | 2,015,725 | $51,118,784 | 6.58% |
| Armbruster Capital Management, Inc. | 698,215 | $17,706,732 | 4.47% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 286,150 | $7,059,321 | 4.22% |
| Ackerman Capital Advisors, LLC | 467,615 | $11,858,716 | 3.30% |
| ShoreHaven Wealth Partners, LLC | 155,708 | $3,948,755 | 2.72% |
| Tacita Capital Inc | 132,660 | $3,364,258 | 2.63% |
| Kathmere Capital Management, LLC | 645,146 | $16,360,910 | 2.42% |
| CoreFirst Bank & Trust | 128,191 | $3,250,924 | 2.31% |