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 | $1,062,001 | +19.9% | 41,877 | +20.3% | 0.10% | +23.8% |
| Q2 2023 | $885,787 | +5.0% | 34,805 | +2.3% | 0.08% | -4.5% |
| Q1 2023 | $843,455 | -9.0% | 34,024 | -14.9% | 0.09% | -12.9% |
| Q4 2022 | $926,754 | +8.3% | 39,998 | -7.7% | 0.10% | +6.3% |
| Q3 2022 | $856,000 | +325.9% | 43,349 | +377.7% | 0.10% | +352.4% |
| Q2 2022 | $201,000 | -73.2% | 9,074 | -69.2% | 0.02% | -68.7% |
| Q1 2022 | $751,000 | – | 29,508 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 574,598 | $14,773,000 | 4.22% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 220,230 | $5,662,000 | 4.20% |
| 3D/L Capital Management, LLC | 537,311 | $13,814,000 | 3.32% |
| Kathmere Capital Management, LLC | 632,637 | $16,265,000 | 2.95% |
| FFT WEALTH MANAGEMENT LLC | 1,165,582 | $29,967,000 | 2.83% |
| SENTINEL TRUST CO LBA | 588,322 | $15,126,000 | 2.37% |
| ZEKE CAPITAL ADVISORS, LLC | 1,501,574 | $38,605,000 | 2.23% |
| Prosperity Planning, Inc. | 140,859 | $3,621,000 | 1.98% |
| Tacita Capital Inc | 121,870 | $3,133,000 | 1.92% |
| TCG Advisory Services, LLC | 254,887 | $6,553,000 | 1.56% |