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 2022 | $65,214,000 | +145.9% | 3,301,985 | +176.1% | 1.82% | +145.6% |
| Q2 2022 | $26,522,000 | -28.5% | 1,195,767 | -18.0% | 0.74% | -15.6% |
| Q1 2022 | $37,098,000 | +124.1% | 1,457,698 | +124.0% | 0.88% | +108.3% |
| Q4 2021 | $16,553,000 | +143.5% | 650,632 | +146.0% | 0.42% | +107.9% |
| Q3 2021 | $6,799,000 | +97.2% | 264,438 | +98.0% | 0.20% | +66.4% |
| Q2 2021 | $3,448,000 | – | 133,526 | – | 0.12% | – |
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% |