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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,376,832 | +40.7% | 93,724 | +41.2% | 0.16% | +33.3% |
| Q2 2023 | $1,689,846 | +4.7% | 66,399 | +1.9% | 0.12% | -3.2% |
| Q1 2023 | $1,614,672 | -38.4% | 65,134 | -42.4% | 0.12% | -51.4% |
| Q4 2022 | $2,621,662 | +15.8% | 113,149 | -1.3% | 0.26% | +8.1% |
| Q3 2022 | $2,264,000 | +199.1% | 114,668 | +235.9% | 0.24% | +232.4% |
| Q2 2022 | $757,000 | -76.7% | 34,134 | -73.2% | 0.07% | -73.9% |
| Q1 2022 | $3,242,000 | +67.3% | 127,423 | +67.6% | 0.27% | +66.9% |
| Q4 2021 | $1,938,000 | +251.1% | 76,035 | +254.0% | 0.16% | +162.9% |
| Q3 2021 | $552,000 | -8.0% | 21,478 | -7.6% | 0.06% | -13.9% |
| Q2 2021 | $600,000 | – | 23,246 | – | 0.07% | – |
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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% |