ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 196 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,615,865 | -10.7% | 63,717 | -10.4% | 0.36% | -9.7% |
| Q2 2023 | $1,809,210 | +2.6% | 71,089 | -0.0% | 0.40% | -2.7% |
| Q1 2023 | $1,763,079 | +9.2% | 71,121 | +2.0% | 0.41% | +2.5% |
| Q4 2022 | $1,615,182 | +6.3% | 69,710 | -9.4% | 0.40% | -14.8% |
| Q3 2022 | $1,520,000 | -28.7% | 76,967 | -20.0% | 0.47% | -27.8% |
| Q2 2022 | $2,133,000 | +52.4% | 96,182 | +74.7% | 0.65% | +70.3% |
| Q4 2021 | $1,400,000 | +1.2% | 55,048 | +2.3% | 0.38% | -6.3% |
| Q3 2021 | $1,384,000 | – | 53,822 | – | 0.41% | – |
Download | ||||||
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% |