ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 102 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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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% |