ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 155 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $607,828 | -10.2% | 23,968 | -9.9% | 0.04% | -16.7% |
| Q2 2023 | $677,174 | +30.6% | 26,608 | +27.2% | 0.05% | +20.0% |
| Q1 2023 | $518,681 | -10.9% | 20,923 | -16.7% | 0.04% | -18.4% |
| Q4 2022 | $582,169 | +13.7% | 25,126 | -3.1% | 0.05% | -9.3% |
| Q3 2022 | $512,000 | +149.8% | 25,935 | +181.2% | 0.05% | +184.2% |
| Q2 2022 | $205,000 | -52.3% | 9,223 | -45.4% | 0.02% | -45.7% |
| Q1 2022 | $430,000 | – | 16,882 | – | 0.04% | – |
Download | ||||||
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% |