ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 48 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $614,397 | -2.2% | 24,227 | -1.9% | 0.26% | -1.9% |
| Q2 2023 | $628,488 | +89428.2% | 24,695 | -12.8% | 0.26% | -18.4% |
| Q1 2023 | $702 | -11.0% | 28,312 | -16.9% | 0.32% | -16.4% |
| Q4 2022 | $789 | -99.9% | 34,062 | -13.0% | 0.38% | -38.1% |
| Q3 2022 | $773,000 | -29.0% | 39,156 | -20.2% | 0.62% | +37.3% |
| Q2 2022 | $1,088,000 | +108.8% | 49,044 | +139.4% | 0.45% | +124.4% |
| Q1 2022 | $521,000 | +0.6% | 20,489 | +0.6% | 0.20% | -11.1% |
| Q4 2021 | $518,000 | +2.2% | 20,369 | +3.4% | 0.23% | -3.0% |
| Q3 2021 | $507,000 | +11.7% | 19,704 | +12.1% | 0.23% | +6.9% |
| Q2 2021 | $454,000 | +2.5% | 17,578 | +0.3% | 0.22% | +8.5% |
| Q1 2021 | $443,000 | +16.0% | 17,533 | +4.4% | 0.20% | +14.9% |
| Q4 2020 | $382,000 | +65.4% | 16,791 | +42.3% | 0.18% | +34.6% |
| Q3 2020 | $231,000 | +25.5% | 11,798 | +25.0% | 0.13% | +14.0% |
| Q2 2020 | $184,000 | +155.6% | 9,435 | +219.7% | 0.11% | +142.6% |
| Q4 2019 | $72,000 | – | 2,951 | – | 0.05% | – |
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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% |