ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 50 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,905,522 | +41.0% | 153,995 | +40.9% | 0.01% | +20.0% |
Q2 2023 | $2,769,473 | -1.6% | 109,263 | -3.4% | 0.01% | 0.0% |
Q1 2023 | $2,813,630 | -17.7% | 113,128 | -23.3% | 0.01% | -28.6% |
Q4 2022 | $3,417,000 | +52.5% | 147,409 | +30.0% | 0.01% | +40.0% |
Q3 2022 | $2,240,000 | +15.1% | 113,356 | +29.4% | 0.01% | +25.0% |
Q2 2022 | $1,946,000 | -31.3% | 87,626 | +16.6% | 0.00% | -20.0% |
Q1 2022 | $2,834,000 | +1.6% | 75,125 | -31.3% | 0.01% | 0.0% |
Q4 2021 | $2,788,000 | +113.0% | 109,303 | +114.9% | 0.01% | +66.7% |
Q3 2021 | $1,309,000 | +29.9% | 50,862 | +30.4% | 0.00% | +50.0% |
Q2 2021 | $1,008,000 | +86.7% | 39,014 | +82.5% | 0.00% | +100.0% |
Q1 2021 | $540,000 | +47.9% | 21,379 | +33.4% | 0.00% | 0.0% |
Q4 2020 | $365,000 | +36.7% | 16,030 | +17.5% | 0.00% | 0.0% |
Q3 2020 | $267,000 | -34.4% | 13,648 | -34.5% | 0.00% | 0.0% |
Q2 2020 | $407,000 | -0.7% | 20,830 | -10.5% | 0.00% | -50.0% |
Q1 2020 | $410,000 | – | 23,282 | – | 0.00% | – |
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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% |