ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 155 filers reported holding ISHARES TR in Q1 2022. 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% | – |
Download | ||||||
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% |