ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 226 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,199 | -98.7% | 481 | -98.7% | 0.00% | -100.0% |
| Q1 2024 | $1,017,297 | +15.5% | 36,036 | +8.5% | 0.00% | 0.0% |
| Q4 2023 | $880,768 | -48.9% | 33,224 | +88.8% | 0.00% | -66.7% |
| Q2 2023 | $1,723,920 | +2574.7% | 17,600 | +576.9% | 0.01% | – |
| Q1 2023 | $64,454 | -90.7% | 2,600 | -91.7% | 0.00% | -100.0% |
| Q2 2022 | $694,000 | -55.7% | 31,292 | -49.2% | 0.01% | -61.5% |
| Q1 2022 | $1,566,000 | +312.1% | 61,543 | +311.7% | 0.01% | +333.3% |
| Q4 2021 | $380,000 | +1257.1% | 14,949 | +1297.1% | 0.00% | – |
| Q3 2021 | $28,000 | -44.0% | 1,070 | -45.1% | 0.00% | -100.0% |
| Q2 2021 | $50,000 | – | 1,948 | – | 0.00% | – |
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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% |