ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 187 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,702,924 | -0.4% | 67,150 | 0.0% | 0.20% | -1.4% |
| Q2 2023 | $1,708,968 | +2.7% | 67,150 | 0.0% | 0.21% | -0.5% |
| Q1 2023 | $1,664,649 | +2.8% | 67,150 | -3.9% | 0.21% | -5.0% |
| Q4 2022 | $1,618,865 | +7.9% | 69,869 | -8.0% | 0.22% | +0.9% |
| Q3 2022 | $1,500,000 | -58.8% | 75,940 | -53.7% | 0.22% | -60.5% |
| Q2 2022 | $3,640,000 | +284.8% | 164,123 | +341.7% | 0.55% | +301.5% |
| Q1 2022 | $946,000 | +118.5% | 37,154 | +118.4% | 0.14% | +136.2% |
| Q4 2021 | $433,000 | – | 17,012 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IRONWOOD WEALTH MANAGEMENT, INC. | 221,914 | $5,645,000 | 3.95% |
| Armbruster Capital Management, Inc. | 560,807 | $14,267,000 | 3.26% |
| 3D/L Capital Management, LLC | 548,037 | $13,942,000 | 3.26% |
| Kathmere Capital Management, LLC | 658,628 | $16,756,000 | 2.91% |
| LGL PARTNERS, LLC | 930,247 | $23,665,000 | 2.81% |
| FFT WEALTH MANAGEMENT LLC | 1,201,065 | $30,555,000 | 2.74% |
| ZEKE CAPITAL ADVISORS, LLC | 1,501,151 | $38,189,000 | 2.23% |
| Intelligence Driven Advisers, LLC | 437,181 | $11,397,000 | 2.09% |
| Prosperity Planning, Inc. | 154,985 | $3,943,000 | 2.00% |
| Merriman Wealth Management, LLC | 1,890,670 | $48,412,000 | 1.91% |