ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 223 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,802 | -44.6% | 175 | -43.0% | 0.00% | -50.0% |
| Q1 2024 | $8,667 | -62.6% | 307 | -64.9% | 0.00% | -63.6% |
| Q4 2023 | $23,196 | -40.0% | 875 | -42.6% | 0.01% | -50.0% |
| Q3 2023 | $38,674 | +39.5% | 1,525 | +40.0% | 0.02% | +46.7% |
| Q2 2023 | $27,715 | +2.7% | 1,089 | 0.0% | 0.02% | -6.2% |
| Q1 2023 | $26,996 | – | 1,089 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Farrow Financial Inc. | 265,287 | $7,489,053 | 5.25% |
| Armbruster Capital Management, Inc. | 705,664 | $19,920,893 | 4.24% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 286,561 | $8,038,037 | 4.21% |
| Ackerman Capital Advisors, LLC | 429,206 | $12,116,485 | 3.35% |
| CoreFirst Bank & Trust | 166,598 | $4,703,062 | 2.94% |
| Tacita Capital Inc | 121,204 | $3,421,589 | 2.37% |
| Kathmere Capital Management, LLC | 685,983 | $19,365,312 | 2.21% |
| Prosperity Planning, Inc. | 218,503 | $6,168,332 | 2.14% |
| Clayton Partners LLC | 89,002 | $2,512,526 | 2.13% |
| ShoreHaven Wealth Partners, LLC | 134,340 | $3,792,418 | 2.09% |