ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download |
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% |