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 | $84,237 | -0.4% | 3,322 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $84,536 | +4.2% | 3,322 | +1.5% | 0.01% | 0.0% |
| Q1 2023 | $81,110 | -97.3% | 3,272 | -97.6% | 0.01% | -97.4% |
| Q2 2022 | $3,043,000 | +10.7% | 137,182 | +27.0% | 0.27% | +28.9% |
| Q1 2022 | $2,750,000 | +40.0% | 108,058 | +40.0% | 0.21% | +41.6% |
| Q4 2021 | $1,964,000 | -22.8% | 77,187 | -22.0% | 0.15% | -29.7% |
| Q3 2021 | $2,544,000 | -33.5% | 98,935 | -33.2% | 0.21% | -37.6% |
| Q2 2021 | $3,823,000 | +6.3% | 148,047 | +4.1% | 0.34% | -0.9% |
| Q1 2021 | $3,596,000 | +95.1% | 142,171 | +75.6% | 0.34% | +79.6% |
| Q4 2020 | $1,843,000 | -88.3% | 80,945 | -87.5% | 0.19% | -90.0% |
| Q4 2019 | $15,754,000 | – | 646,430 | – | 1.91% | – |
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% |