ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 66 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $11,000 | -15.4% | 570 | -0.7% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -13.3% | 574 | -1.7% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | -40.0% | 584 | -39.5% | 0.00% | -66.7% |
| Q4 2021 | $25,000 | -26.5% | 966 | -27.1% | 0.00% | +50.0% |
| Q3 2021 | $34,000 | 0.0% | 1,325 | -0.5% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | +3.0% | 1,332 | +1.4% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | +10.0% | 1,313 | +1.0% | 0.00% | -71.4% |
| Q4 2020 | $30,000 | +275.0% | 1,300 | +312.7% | 0.01% | – |
| Q4 2019 | $8,000 | – | 315 | – | 0.00% | – |
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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% |