ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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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% |