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 ↓ |
---|---|---|---|
IRONWOOD WEALTH MANAGEMENT, INC. | 221,914 | $5,645,000 | 3.95% |
Armbruster Capital Management, Inc. | 560,807 | $14,267,000 | 3.26% |
3D/L Capital Management, LLC | 548,037 | $13,942,000 | 3.26% |
Kathmere Capital Management, LLC | 658,628 | $16,756,000 | 2.91% |
LGL PARTNERS, LLC | 930,247 | $23,665,000 | 2.81% |
FFT WEALTH MANAGEMENT LLC | 1,201,065 | $30,555,000 | 2.74% |
ZEKE CAPITAL ADVISORS, LLC | 1,501,151 | $38,189,000 | 2.23% |
Intelligence Driven Advisers, LLC | 437,181 | $11,397,000 | 2.09% |
Prosperity Planning, Inc. | 154,985 | $3,943,000 | 2.00% |
Merriman Wealth Management, LLC | 1,890,670 | $48,412,000 | 1.91% |