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 | $972,319 | -2.7% | 39,413 | -1.9% | 0.17% | -1.1% |
| Q2 2023 | $999,707 | -0.3% | 40,165 | -0.5% | 0.18% | -2.8% |
| Q1 2023 | $1,003,173 | +5.8% | 40,361 | +2.0% | 0.18% | +3.4% |
| Q4 2022 | $947,738 | -87.6% | 39,555 | -89.5% | 0.17% | -88.7% |
| Q3 2022 | $7,654,000 | +34.5% | 376,210 | +41.8% | 1.54% | +37.9% |
| Q2 2022 | $5,690,000 | -40.2% | 265,263 | -29.9% | 1.12% | -35.9% |
| Q1 2022 | $9,522,000 | -16.5% | 378,301 | -13.5% | 1.74% | -16.9% |
| Q4 2021 | $11,397,000 | – | 437,181 | – | 2.09% | – |
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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% |