Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 123 filers reported holding ISHARES TR in Q4 2021. 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 Q4 2021
NameSharesValueWeighting ↓
LGL PARTNERS, LLC 1,760,584$44,648,4207.83%
3D/L Capital Management, LLC 854,112$21,660,2897.04%
FFT WEALTH MANAGEMENT LLC 2,015,725$51,118,7846.58%
Armbruster Capital Management, Inc. 698,215$17,706,7324.47%
IRONWOOD WEALTH MANAGEMENT, INC. 286,150$7,059,3214.22%
Ackerman Capital Advisors, LLC 467,615$11,858,7163.30%
ShoreHaven Wealth Partners, LLC 155,708$3,948,7552.72%
Tacita Capital Inc 132,660$3,364,2582.63%
Kathmere Capital Management, LLC 645,146$16,360,9102.42%
CoreFirst Bank & Trust 128,191$3,250,9242.31%
View complete list of ISHARES TR shareholders