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 | $259,357 | -90.8% | 10,227 | -90.8% | 0.20% | -67.1% |
| Q2 2023 | $2,819,885 | -5.0% | 110,801 | -7.5% | 0.60% | +6.9% |
| Q1 2023 | $2,968,578 | -19.8% | 119,749 | -24.9% | 0.56% | -25.0% |
| Q4 2022 | $3,700,878 | +32.6% | 159,396 | +12.7% | 0.75% | +26.9% |
| Q3 2022 | $2,792,000 | +48.1% | 141,405 | +66.3% | 0.59% | +47.6% |
| Q2 2022 | $1,885,000 | -12.2% | 85,010 | +0.7% | 0.40% | +2.8% |
| Q1 2022 | $2,147,000 | – | 84,391 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LGL PARTNERS, LLC | 1,760,584 | $44,806,872 | 7.66% |
| 3D/L Capital Management, LLC | 894,581 | $22,767,081 | 6.58% |
| FFT WEALTH MANAGEMENT LLC | 2,015,725 | $51,300,199 | 6.37% |
| Armbruster Capital Management, Inc. | 692,560 | $17,625,652 | 4.34% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 286,711 | $7,136,237 | 4.16% |
| Ackerman Capital Advisors, LLC | 494,108 | $12,575,049 | 3.26% |
| ShoreHaven Wealth Partners, LLC | 156,466 | $3,982,060 | 2.66% |
| Tacita Capital Inc | 131,800 | $3,354 | 2.46% |
| Kathmere Capital Management, LLC | 619,494 | $15,766,129 | 2.45% |
| Prosperity Planning, Inc. | 197,620 | $5,029,430 | 2.08% |