Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 196 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$583,711
-0.6%
23,017
-0.2%
0.00%
+100.0%
Q2 2023$587,009
+180.9%
23,065
+181.4%
0.00%
-50.0%
Q4 2021$209,0008,1960.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
LGL PARTNERS, LLC 1,760,584$44,806,8727.66%
3D/L Capital Management, LLC 894,581$22,767,0816.58%
FFT WEALTH MANAGEMENT LLC 2,015,725$51,300,1996.37%
Armbruster Capital Management, Inc. 692,560$17,625,6524.34%
IRONWOOD WEALTH MANAGEMENT, INC. 286,711$7,136,2374.16%
Ackerman Capital Advisors, LLC 494,108$12,575,0493.26%
ShoreHaven Wealth Partners, LLC 156,466$3,982,0602.66%
Tacita Capital Inc 131,800$3,3542.46%
Kathmere Capital Management, LLC 619,494$15,766,1292.45%
Prosperity Planning, Inc. 197,620$5,029,4302.08%
View complete list of ISHARES TR shareholders