ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 102 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |