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 | $9,071,139 | +5.0% | 357,695 | +5.4% | 1.37% | -4.5% |
| Q2 2023 | $8,639,119 | +10.9% | 339,455 | +8.0% | 1.43% | -11.0% |
| Q1 2023 | $7,790,100 | +11.6% | 314,244 | +4.3% | 1.61% | +5.6% |
| Q4 2022 | $6,983,352 | +23.3% | 301,396 | +5.1% | 1.52% | -10.7% |
| Q3 2022 | $5,666,000 | -3.3% | 286,891 | +8.6% | 1.71% | -6.6% |
| Q2 2022 | $5,859,000 | -11.0% | 264,145 | +2.2% | 1.83% | +18.2% |
| Q1 2022 | $6,580,000 | -2.7% | 258,556 | -2.7% | 1.55% | -1.5% |
| Q4 2021 | $6,760,000 | +3.2% | 265,720 | +4.3% | 1.57% | +0.8% |
| Q3 2021 | $6,553,000 | +13.5% | 254,887 | +14.0% | 1.56% | +1.1% |
| Q2 2021 | $5,775,000 | +67.1% | 223,672 | +63.6% | 1.54% | +51.2% |
| Q1 2021 | $3,457,000 | – | 136,691 | – | 1.02% | – |
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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% |