ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 157 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $905 | -0.7% | 35,696 | -0.3% | 0.38% | +4.9% |
| Q2 2023 | $911 | -1.8% | 35,795 | -4.4% | 0.36% | -6.4% |
| Q1 2023 | $928 | +2.9% | 37,438 | -3.8% | 0.39% | -3.0% |
| Q4 2022 | $902 | -99.9% | 38,936 | -14.9% | 0.40% | -5.2% |
| Q3 2022 | $904,000 | -6.6% | 45,748 | +7.2% | 0.42% | +8.2% |
| Q2 2022 | $968,000 | -4.3% | 42,693 | +7.5% | 0.39% | +6.0% |
| Q1 2022 | $1,011,000 | – | 39,712 | – | 0.37% | – |
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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% |