ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 97 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,621 | +0.2% | 142,800 | +0.6% | 0.01% | +12.5% |
| Q2 2023 | $3,614 | +0.9% | 141,995 | -1.7% | 0.01% | -11.1% |
| Q1 2023 | $3,583 | -7.2% | 144,515 | -13.3% | 0.01% | -10.0% |
| Q4 2022 | $3,861 | -100.0% | 166,656 | -59.3% | 0.01% | -54.5% |
| Q3 2022 | $8,083,000 | +10.9% | 409,284 | +24.5% | 0.02% | +15.8% |
| Q2 2022 | $7,290,000 | +2.4% | 328,667 | +17.5% | 0.02% | +35.7% |
| Q1 2022 | $7,122,000 | +60.0% | 279,833 | +62.3% | 0.01% | +55.6% |
| Q4 2021 | $4,452,000 | -41.3% | 172,432 | -41.5% | 0.01% | -40.0% |
| Q3 2021 | $7,580,000 | +70.3% | 294,816 | +71.0% | 0.02% | +66.7% |
| Q2 2021 | $4,452,000 | – | 172,432 | – | 0.01% | – |
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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% |