ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download |
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% |