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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,218 | -1.5% | 48,057 | -1.1% | 0.58% | +15.6% |
| Q2 2023 | $1,237 | -1.1% | 48,607 | -3.7% | 0.50% | -0.8% |
| Q1 2023 | $1,251 | -0.6% | 50,491 | -7.1% | 0.50% | -6.5% |
| Q4 2022 | $1,259 | -99.9% | 54,374 | +4.9% | 0.54% | +20.8% |
| Q3 2022 | $1,024,000 | -33.6% | 51,827 | -25.5% | 0.45% | -27.0% |
| Q2 2022 | $1,543,000 | -13.2% | 69,571 | -0.3% | 0.61% | +2.5% |
| Q1 2022 | $1,777,000 | +20.8% | 69,814 | +8.1% | 0.60% | -12.3% |
| Q4 2021 | $1,471,000 | -19.5% | 64,607 | -9.2% | 0.68% | +1.2% |
| Q3 2021 | $1,828,000 | +7.3% | 71,120 | +7.8% | 0.67% | -7.3% |
| Q2 2021 | $1,704,000 | +4.2% | 65,997 | +2.0% | 0.73% | +4.5% |
| Q1 2021 | $1,636,000 | +11.2% | 64,688 | +0.1% | 0.70% | +2.1% |
| Q4 2020 | $1,471,000 | – | 64,607 | – | 0.68% | – |
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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% |