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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $40,745 | +2.7% | 1,601 | 0.0% | 0.02% | +29.4% |
| Q1 2023 | $39,689 | -8.4% | 1,601 | -14.4% | 0.02% | -19.0% |
| Q4 2022 | $43,328 | -16.7% | 1,870 | -29.4% | 0.02% | -12.5% |
| Q3 2022 | $52,000 | -11.9% | 2,650 | -0.0% | 0.02% | -11.1% |
| Q2 2022 | $59,000 | -59.6% | 2,651 | -53.6% | 0.03% | -10.0% |
| Q1 2022 | $146,000 | +94.7% | 5,712 | +93.8% | 0.03% | -9.1% |
| Q4 2021 | $75,000 | 0.0% | 2,948 | +0.5% | 0.03% | -8.3% |
| Q3 2021 | $75,000 | -2.6% | 2,934 | -1.5% | 0.04% | -10.0% |
| Q2 2021 | $77,000 | -4.9% | 2,979 | -7.3% | 0.04% | -16.7% |
| Q1 2021 | $81,000 | +8.0% | 3,212 | -2.8% | 0.05% | -4.0% |
| Q4 2020 | $75,000 | +13.6% | 3,306 | -1.4% | 0.05% | +2.0% |
| Q3 2020 | $66,000 | +6.5% | 3,353 | +6.3% | 0.05% | +2.1% |
| Q2 2020 | $62,000 | +77.1% | 3,154 | +57.8% | 0.05% | +45.5% |
| Q1 2020 | $35,000 | +40.0% | 1,999 | +96.2% | 0.03% | +57.1% |
| Q4 2019 | $25,000 | – | 1,019 | – | 0.02% | – |
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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% |