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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,066,463 | +41.8% | 42,053 | +42.3% | 0.75% | +35.1% |
| Q2 2023 | $751,996 | +3.5% | 29,548 | +0.8% | 0.55% | 0.0% |
| Q1 2023 | $726,830 | -2.0% | 29,319 | -8.4% | 0.55% | -6.4% |
| Q4 2022 | $742,000 | +11.4% | 32,017 | -5.1% | 0.59% | -0.3% |
| Q3 2022 | $666,000 | +14.6% | 33,729 | +28.7% | 0.59% | +23.8% |
| Q2 2022 | $581,000 | -1.7% | 26,207 | +12.8% | 0.48% | +9.9% |
| Q1 2022 | $591,000 | -14.3% | 23,224 | -14.4% | 0.44% | -9.2% |
| Q4 2021 | $690,000 | +32.7% | 27,124 | +34.2% | 0.48% | +26.4% |
| Q3 2021 | $520,000 | +24.7% | 20,209 | +25.2% | 0.38% | +21.5% |
| Q2 2021 | $417,000 | – | 16,135 | – | 0.31% | – |
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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% |