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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $330,611 | -75.7% | 12,471 | -76.8% | 0.29% | -70.7% |
| Q3 2023 | $1,361,000 | +35.0% | 53,667 | +35.5% | 1.00% | +37.6% |
| Q2 2023 | $1,008,232 | +14.1% | 39,616 | +11.1% | 0.73% | +2.7% |
| Q1 2023 | $883,743 | -9.7% | 35,649 | -15.6% | 0.71% | -15.9% |
| Q4 2022 | $978,311 | +48.0% | 42,223 | +26.9% | 0.84% | +27.1% |
| Q3 2022 | $661,000 | +68.2% | 33,281 | +115.4% | 0.66% | +75.2% |
| Q1 2022 | $393,000 | – | 15,449 | – | 0.38% | – |
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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% |