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 | $3,353,378 | +36.7% | 132,231 | +37.2% | 0.53% | +44.1% |
| Q2 2023 | $2,452,947 | +2.9% | 96,383 | +0.2% | 0.37% | -4.9% |
| Q1 2023 | $2,384,550 | -9.7% | 96,190 | -15.6% | 0.39% | -17.7% |
| Q4 2022 | $2,640,708 | +10.5% | 113,971 | -5.8% | 0.47% | -0.4% |
| Q3 2022 | $2,389,000 | +156.6% | 120,987 | +188.3% | 0.47% | +163.1% |
| Q2 2022 | $931,000 | -53.7% | 41,968 | -46.9% | 0.18% | -56.4% |
| Q1 2022 | $2,012,000 | +165.4% | 79,060 | +165.3% | 0.41% | +170.4% |
| Q4 2021 | $758,000 | +75.9% | 29,803 | +77.7% | 0.15% | +56.7% |
| Q3 2021 | $431,000 | +106.2% | 16,774 | +107.0% | 0.10% | +98.0% |
| Q2 2021 | $209,000 | – | 8,104 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LGL PARTNERS, LLC | 1,760,584 | $44,806,872 | 7.66% |
| 3D/L Capital Management, LLC | 894,581 | $22,767,081 | 6.58% |
| FFT WEALTH MANAGEMENT LLC | 2,015,725 | $51,300,199 | 6.37% |
| Armbruster Capital Management, Inc. | 692,560 | $17,625,652 | 4.34% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 286,711 | $7,136,237 | 4.16% |
| Ackerman Capital Advisors, LLC | 494,108 | $12,575,049 | 3.26% |
| ShoreHaven Wealth Partners, LLC | 156,466 | $3,982,060 | 2.66% |
| Tacita Capital Inc | 131,800 | $3,354 | 2.46% |
| Kathmere Capital Management, LLC | 619,494 | $15,766,129 | 2.45% |
| Prosperity Planning, Inc. | 197,620 | $5,029,430 | 2.08% |