ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 185 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,203,333 | +8.4% | 86,882 | +8.8% | 0.07% | +12.3% |
| Q2 2023 | $2,031,768 | +1.1% | 79,833 | -1.6% | 0.06% | -4.4% |
| Q1 2023 | $2,010,376 | +13.0% | 81,096 | +5.7% | 0.07% | -11.7% |
| Q4 2022 | $1,778,419 | +84.5% | 76,755 | +57.2% | 0.08% | +75.0% |
| Q3 2022 | $964,000 | +55.0% | 48,820 | +74.0% | 0.04% | +51.7% |
| Q2 2022 | $622,000 | +5554.5% | 28,065 | +6351.7% | 0.03% | – |
| Q1 2022 | $11,000 | -85.7% | 435 | -85.6% | 0.00% | -100.0% |
| Q4 2021 | $77,000 | -1.3% | 3,031 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $78,000 | 0.0% | 3,025 | +0.0% | 0.00% | 0.0% |
| Q2 2021 | $78,000 | +212.0% | 3,024 | +200.9% | 0.00% | +200.0% |
| Q1 2021 | $25,000 | – | 1,005 | – | 0.00% | – |
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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% |