ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 160 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,100,911 | +1.4% | 201,140 | +1.8% | 2.13% | +2.7% |
| Q2 2023 | $5,029,430 | +5.5% | 197,620 | +2.8% | 2.08% | -0.0% |
| Q1 2023 | $4,766,073 | +8.0% | 192,258 | +2.0% | 2.08% | -4.8% |
| Q4 2022 | $4,413,558 | +18.5% | 188,562 | 0.0% | 2.18% | +12.1% |
| Q3 2022 | $3,724,000 | -12.7% | 188,562 | +21.7% | 1.94% | -10.8% |
| Q2 2022 | $4,266,000 | -3.7% | 154,985 | 0.0% | 2.18% | +0.5% |
| Q1 2022 | $4,432,000 | +12.4% | 154,985 | 0.0% | 2.17% | +8.6% |
| Q4 2021 | $3,943,000 | +8.9% | 154,985 | +10.0% | 2.00% | +1.2% |
| Q3 2021 | $3,621,000 | +2.1% | 140,859 | +2.5% | 1.98% | -10.3% |
| Q2 2021 | $3,548,000 | +9.0% | 137,394 | +6.8% | 2.20% | -4.8% |
| Q1 2021 | $3,254,000 | +22.1% | 128,682 | +9.9% | 2.31% | +2.3% |
| Q4 2020 | $2,666,000 | – | 117,085 | – | 2.26% | – |
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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% |