ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 187 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $301,454 | -0.4% | 11,887 | 0.0% | 0.18% | +0.6% |
| Q2 2023 | $302,524 | +2.7% | 11,887 | 0.0% | 0.18% | -7.8% |
| Q1 2023 | $294,679 | -0.2% | 11,887 | -6.7% | 0.19% | -8.1% |
| Q4 2022 | $295,209 | -46.7% | 12,741 | -54.6% | 0.21% | -50.1% |
| Q3 2022 | $554,000 | -99.9% | 28,046 | +25.3% | 0.42% | +9.4% |
| Q2 2022 | $496,632,000 | +77864.2% | 22,391 | -10.7% | 0.38% | -12.4% |
| Q1 2022 | $637,000 | +52.0% | 25,068 | +52.0% | 0.44% | +39.2% |
| Q4 2021 | $419,000 | +87.1% | 16,496 | +90.0% | 0.31% | +44.0% |
| Q3 2021 | $224,000 | – | 8,684 | – | 0.22% | – |
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% |