ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 187 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,222,127 | -1.0% | 915,699 | -0.6% | 1.59% | +2.7% |
| Q2 2023 | $23,452,048 | +5.6% | 921,495 | +2.9% | 1.54% | +2.9% |
| Q1 2023 | $22,200,858 | +6.1% | 895,557 | -0.8% | 1.50% | +1.4% |
| Q4 2022 | $20,921,908 | +10.9% | 902,974 | -5.5% | 1.48% | +6.0% |
| Q3 2022 | $18,872,000 | +92.0% | 955,548 | +115.6% | 1.40% | +94.3% |
| Q2 2022 | $9,831,000 | -3.4% | 443,215 | +10.8% | 0.72% | +4.8% |
| Q1 2022 | $10,179,000 | +130.6% | 399,959 | +130.5% | 0.69% | +94.3% |
| Q4 2021 | $4,414,000 | +108.4% | 173,500 | +110.6% | 0.35% | +90.8% |
| Q3 2021 | $2,118,000 | -0.7% | 82,380 | -0.3% | 0.18% | -2.1% |
| Q2 2021 | $2,134,000 | – | 82,633 | – | 0.19% | – |
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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% |