ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 196 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,829,588 | -10.3% | 151,009 | -9.9% | 0.02% | -5.3% |
| Q2 2023 | $4,267,634 | +5.9% | 167,687 | +3.2% | 0.02% | 0.0% |
| Q1 2023 | $4,029,887 | -78.4% | 162,561 | -79.8% | 0.02% | -78.9% |
| Q4 2022 | $18,668,579 | +13.2% | 805,722 | -3.5% | 0.09% | +4.7% |
| Q3 2022 | $16,487,000 | -0.5% | 834,768 | +11.7% | 0.09% | +7.5% |
| Q2 2022 | $16,568,000 | -14.3% | 747,000 | -1.6% | 0.08% | +1.3% |
| Q1 2022 | $19,329,000 | -5.3% | 759,505 | -5.4% | 0.08% | 0.0% |
| Q4 2021 | $20,415,000 | +29.0% | 802,482 | +30.3% | 0.08% | +14.5% |
| Q3 2021 | $15,830,000 | -3.0% | 615,710 | -2.6% | 0.07% | -4.2% |
| Q2 2021 | $16,323,000 | +33.5% | 632,167 | +30.7% | 0.07% | +26.3% |
| Q1 2021 | $12,229,000 | +236.4% | 483,569 | +202.9% | 0.06% | +216.7% |
| Q4 2020 | $3,635,000 | -53.1% | 159,655 | -59.7% | 0.02% | -58.1% |
| Q3 2020 | $7,751,000 | -41.0% | 396,080 | -41.2% | 0.04% | -45.6% |
| Q2 2020 | $13,144,000 | +8.4% | 673,040 | -2.3% | 0.08% | -9.2% |
| Q1 2020 | $12,124,000 | +34.4% | 688,887 | +86.1% | 0.09% | +74.0% |
| Q4 2019 | $9,023,000 | – | 370,230 | – | 0.05% | – |
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% |