ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 81 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $618 | +19.3% | 24,354 | +19.7% | 0.00% | 0.0% |
| Q2 2023 | $518 | -41.3% | 20,341 | -42.9% | 0.00% | -50.0% |
| Q1 2023 | $883 | +17.4% | 35,622 | +9.7% | 0.00% | 0.0% |
| Q4 2022 | $752 | -99.8% | 32,478 | +34.0% | 0.00% | +100.0% |
| Q3 2022 | $478,000 | -20.1% | 24,232 | -10.2% | 0.00% | -50.0% |
| Q2 2022 | $598,000 | -11.9% | 26,992 | +1.0% | 0.00% | 0.0% |
| Q1 2022 | $679,000 | -32.1% | 26,717 | -32.1% | 0.00% | 0.0% |
| Q4 2021 | $1,000,000 | -0.6% | 39,325 | +0.4% | 0.00% | -33.3% |
| Q3 2021 | $1,006,000 | +9.7% | 39,164 | +10.2% | 0.00% | +50.0% |
| Q2 2021 | $917,000 | +72.4% | 35,528 | +68.8% | 0.00% | 0.0% |
| Q1 2021 | $532,000 | +17.7% | 21,047 | +5.9% | 0.00% | +100.0% |
| Q4 2020 | $452,000 | +20.5% | 19,867 | +3.7% | 0.00% | 0.0% |
| Q3 2020 | $375,000 | – | 19,162 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LGL PARTNERS, LLC | 1,760,584 | $44,648,420 | 7.83% |
| 3D/L Capital Management, LLC | 854,112 | $21,660,289 | 7.04% |
| FFT WEALTH MANAGEMENT LLC | 2,015,725 | $51,118,784 | 6.58% |
| Armbruster Capital Management, Inc. | 698,215 | $17,706,732 | 4.47% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 286,150 | $7,059,321 | 4.22% |
| Ackerman Capital Advisors, LLC | 467,615 | $11,858,716 | 3.30% |
| ShoreHaven Wealth Partners, LLC | 155,708 | $3,948,755 | 2.72% |
| Tacita Capital Inc | 132,660 | $3,364,258 | 2.63% |
| Kathmere Capital Management, LLC | 645,146 | $16,360,910 | 2.42% |
| CoreFirst Bank & Trust | 128,191 | $3,250,924 | 2.31% |