ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 123 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,865,231 | +4.6% | 270,711 | +5.0% | 1.20% | +32.6% |
| Q2 2023 | $6,563,657 | +62.8% | 257,904 | +58.5% | 0.90% | +38.8% |
| Q1 2023 | $4,032,589 | +15.6% | 162,670 | +8.0% | 0.65% | +6.2% |
| Q4 2022 | $3,488,429 | +31.1% | 150,558 | +11.8% | 0.61% | +19.3% |
| Q3 2022 | $2,660,000 | +5.6% | 134,675 | +18.6% | 0.51% | +6.7% |
| Q2 2022 | $2,518,000 | +279.2% | 113,542 | +335.1% | 0.48% | +337.3% |
| Q1 2022 | $664,000 | -26.4% | 26,095 | -26.3% | 0.11% | -31.7% |
| Q4 2021 | $902,000 | – | 35,388 | – | 0.16% | – |
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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% |