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 | $712,312 | -13.2% | 28,088 | -12.9% | 0.41% | -10.9% |
| Q2 2023 | $820,966 | +1.6% | 32,258 | -1.0% | 0.46% | -4.4% |
| Q1 2023 | $807,857 | +7.0% | 32,588 | 0.0% | 0.48% | -0.4% |
| Q4 2022 | $755,064 | +86.9% | 32,588 | +59.5% | 0.48% | +58.7% |
| Q3 2022 | $404,000 | +20.2% | 20,436 | +34.7% | 0.30% | +23.2% |
| Q2 2022 | $336,000 | – | 15,168 | – | 0.25% | – |
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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% |