ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 123 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,740,547 | +3204.2% | 290,917 | +3528.8% | 0.13% | +3175.0% |
| Q1 2022 | $204,000 | 0.0% | 8,017 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $204,000 | -1.0% | 8,017 | 0.0% | 0.00% | -25.0% |
| Q3 2021 | $206,000 | -15.9% | 8,017 | -15.4% | 0.00% | -20.0% |
| Q2 2021 | $245,000 | -30.0% | 9,473 | -31.4% | 0.01% | -28.6% |
| Q1 2021 | $350,000 | -38.1% | 13,808 | -44.3% | 0.01% | -41.7% |
| Q4 2020 | $565,000 | -24.8% | 24,782 | -35.4% | 0.01% | -33.3% |
| Q3 2020 | $751,000 | -23.7% | 38,359 | -23.9% | 0.02% | -25.0% |
| Q2 2020 | $984,000 | -47.0% | 50,377 | -52.2% | 0.02% | -55.6% |
| Q1 2020 | $1,856,000 | -31.0% | 105,476 | -4.5% | 0.05% | -14.3% |
| Q4 2019 | $2,691,000 | – | 110,422 | – | 0.06% | – |
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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% |