ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 196 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,618 | +23.5% | 17,453 | +24.0% | 0.09% | +35.3% |
| Q2 2023 | $358,294 | +2.1% | 14,078 | -0.6% | 0.07% | -4.2% |
| Q1 2023 | $351,002 | -20.8% | 14,159 | -26.0% | 0.07% | +18.3% |
| Q4 2022 | $443,046 | +15.4% | 19,122 | -1.7% | 0.06% | -36.2% |
| Q3 2022 | $384,000 | +28.9% | 19,445 | +44.7% | 0.09% | +56.7% |
| Q2 2022 | $298,000 | -41.9% | 13,436 | -33.3% | 0.06% | -34.1% |
| Q1 2022 | $513,000 | +246.6% | 20,153 | +246.6% | 0.09% | +264.0% |
| Q4 2021 | $148,000 | -11.4% | 5,814 | -10.5% | 0.02% | -16.7% |
| Q3 2021 | $167,000 | -9.2% | 6,497 | -8.7% | 0.03% | -11.8% |
| Q2 2021 | $184,000 | +291.5% | 7,117 | +282.2% | 0.03% | +209.1% |
| Q1 2021 | $47,000 | +11.9% | 1,862 | -0.2% | 0.01% | 0.0% |
| Q4 2020 | $42,000 | +147.1% | 1,865 | +110.5% | 0.01% | +83.3% |
| Q3 2020 | $17,000 | +21.4% | 886 | +26.4% | 0.01% | +20.0% |
| Q2 2020 | $14,000 | – | 701 | – | 0.01% | – |
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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% |