ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 155 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $111,245,753 | +15.7% | 4,386,824 | +16.1% | 0.01% | +20.0% |
| Q2 2023 | $96,122,431 | +15.5% | 3,776,913 | +12.5% | 0.01% | 0.0% |
| Q1 2023 | $83,206,295 | +107197.9% | 3,356,438 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $77,547 | -85.7% | 3,346,881 | +12080.7% | 0.01% | – |
| Q3 2022 | $543,000 | -62.5% | 27,477 | -57.9% | 0.00% | – |
| Q2 2022 | $1,447,000 | -34.3% | 65,252 | -24.6% | 0.00% | – |
| Q1 2022 | $2,202,000 | +9473.9% | 86,511 | +9566.0% | 0.00% | – |
| Q4 2021 | $23,000 | -11.5% | 895 | -11.5% | 0.00% | – |
| Q3 2021 | $26,000 | -3.7% | 1,011 | -2.8% | 0.00% | – |
| Q2 2021 | $27,000 | +35.0% | 1,040 | +30.0% | 0.00% | – |
| Q1 2021 | $20,000 | -23.1% | 800 | -27.3% | 0.00% | – |
| Q1 2019 | $26,000 | +8.3% | 1,100 | 0.0% | 0.00% | – |
| Q4 2018 | $24,000 | -14.3% | 1,100 | 0.0% | 0.00% | – |
| Q3 2018 | $28,000 | +86.7% | 1,100 | +83.3% | 0.00% | – |
| Q2 2018 | $15,000 | – | 600 | – | 0.00% | – |
Download | ||||||
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% |