ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 157 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,118,391 | +0.8% | 359,558 | +1.1% | 2.03% | +6.3% |
| Q2 2023 | $9,047,730 | +9.7% | 355,510 | +6.8% | 1.91% | 0.0% |
| Q1 2023 | $8,249,542 | +2.7% | 332,777 | -4.0% | 1.91% | +3.9% |
| Q4 2022 | $8,030,374 | +17.7% | 346,585 | +0.4% | 1.83% | -17.8% |
| Q3 2022 | $6,820,000 | +134.2% | 345,335 | +163.1% | 2.23% | +186.2% |
| Q2 2022 | $2,912,000 | -8.8% | 131,272 | +4.7% | 0.78% | -0.1% |
| Q1 2022 | $3,192,000 | +61.0% | 125,406 | +61.0% | 0.78% | +55.3% |
| Q4 2021 | $1,982,000 | +129.9% | 77,915 | +132.4% | 0.50% | +98.8% |
| Q3 2021 | $862,000 | +180.8% | 33,520 | +182.3% | 0.25% | +160.8% |
| Q2 2021 | $307,000 | – | 11,874 | – | 0.10% | – |
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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% |