ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 123 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,323,056 | +2.6% | 52,171 | +3.0% | 1.09% | +7.6% |
| Q2 2023 | $1,289,348 | +2.7% | 50,662 | +0.1% | 1.01% | -2.5% |
| Q1 2023 | $1,254,845 | -1.5% | 50,619 | -8.0% | 1.04% | -2.4% |
| Q4 2022 | $1,274,350 | -6.7% | 55,000 | -20.5% | 1.06% | -16.4% |
| Q3 2022 | $1,366,000 | +0.4% | 69,168 | +12.8% | 1.27% | +8.1% |
| Q2 2022 | $1,360,000 | -20.3% | 61,330 | -8.5% | 1.18% | -8.8% |
| Q1 2022 | $1,706,000 | +167.4% | 67,034 | +167.4% | 1.29% | +171.0% |
| Q4 2021 | $638,000 | – | 25,065 | – | 0.48% | – |
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% |