ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 97 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,059,321 | -1.1% | 286,150 | -0.2% | 4.22% | +1.5% |
| Q2 2023 | $7,136,237 | -1.1% | 286,711 | -0.7% | 4.16% | -3.4% |
| Q1 2023 | $7,216,073 | +0.7% | 288,874 | -0.7% | 4.30% | +2.5% |
| Q4 2022 | $7,169,378 | +22.7% | 290,965 | +0.5% | 4.20% | -0.1% |
| Q3 2022 | $5,845,000 | -7.3% | 289,658 | +0.8% | 4.20% | -2.9% |
| Q2 2022 | $6,304,000 | -13.3% | 287,461 | +0.6% | 4.33% | -17.5% |
| Q1 2022 | $7,271,000 | +28.8% | 285,678 | +28.7% | 5.25% | +32.8% |
| Q4 2021 | $5,645,000 | -0.3% | 221,914 | +0.8% | 3.95% | -5.9% |
| Q3 2021 | $5,662,000 | -2.4% | 220,230 | -2.0% | 4.20% | +0.9% |
| Q2 2021 | $5,800,000 | – | 224,633 | – | 4.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 574,598 | $14,773,000 | 4.22% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 220,230 | $5,662,000 | 4.20% |
| 3D/L Capital Management, LLC | 537,311 | $13,814,000 | 3.32% |
| Kathmere Capital Management, LLC | 632,637 | $16,265,000 | 2.95% |
| FFT WEALTH MANAGEMENT LLC | 1,165,582 | $29,967,000 | 2.83% |
| SENTINEL TRUST CO LBA | 588,322 | $15,126,000 | 2.37% |
| ZEKE CAPITAL ADVISORS, LLC | 1,501,574 | $38,605,000 | 2.23% |
| Prosperity Planning, Inc. | 140,859 | $3,621,000 | 1.98% |
| Tacita Capital Inc | 121,870 | $3,133,000 | 1.92% |
| TCG Advisory Services, LLC | 254,887 | $6,553,000 | 1.56% |