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 | $1,958,172 | +1.4% | 77,215 | +1.7% | 0.29% | +17.2% |
| Q2 2023 | $1,931,706 | +3.9% | 75,902 | +1.2% | 0.25% | +2.5% |
| Q1 2023 | $1,858,903 | +2.2% | 74,986 | -4.4% | 0.24% | -3.2% |
| Q4 2022 | $1,818,080 | +27.9% | 78,467 | +9.1% | 0.25% | +10.0% |
| Q3 2022 | $1,421,000 | +26.5% | 71,927 | +42.1% | 0.23% | +33.1% |
| Q2 2022 | $1,123,000 | +109.5% | 50,629 | +140.3% | 0.17% | +138.9% |
| Q1 2022 | $536,000 | – | 21,072 | – | 0.07% | – |
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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% |