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 2023 | $3,445,365 | -7.5% | 135,858 | -7.2% | 0.09% | -5.3% |
| Q2 2023 | $3,725,097 | +0.8% | 146,369 | -1.8% | 0.10% | -4.0% |
| Q1 2023 | $3,696,123 | +10.9% | 149,097 | +3.6% | 0.10% | +4.2% |
| Q4 2022 | $3,334,078 | +14.3% | 143,896 | -1.5% | 0.10% | +5.6% |
| Q3 2022 | $2,916,000 | -16.4% | 146,109 | -7.1% | 0.09% | -14.3% |
| Q2 2022 | $3,489,000 | -14.2% | 157,318 | -1.6% | 0.10% | -6.2% |
| Q1 2022 | $4,068,000 | -32.3% | 159,848 | -32.4% | 0.11% | -30.4% |
| Q4 2021 | $6,011,000 | -5.1% | 236,293 | -4.1% | 0.16% | -14.4% |
| Q3 2021 | $6,335,000 | -1.8% | 246,408 | -1.4% | 0.19% | -2.6% |
| Q2 2021 | $6,450,000 | +8.2% | 249,814 | +5.9% | 0.19% | -1.0% |
| Q1 2021 | $5,963,000 | +32.7% | 235,801 | +19.5% | 0.20% | +21.9% |
| Q4 2020 | $4,493,000 | +23.3% | 197,318 | +6.0% | 0.16% | +8.1% |
| Q3 2020 | $3,644,000 | +9.9% | 186,197 | +11.4% | 0.15% | +7.2% |
| Q2 2020 | $3,315,000 | -4.1% | 167,068 | -15.0% | 0.14% | -26.6% |
| Q1 2020 | $3,458,000 | -31.0% | 196,476 | -4.4% | 0.19% | -13.4% |
| Q4 2019 | $5,010,000 | +20.8% | 205,576 | +14.2% | 0.22% | +5.9% |
| Q3 2019 | $4,148,000 | 0.0% | 179,941 | 0.0% | 0.20% | 0.0% |
| Q2 2019 | $4,148,000 | +1711.4% | 179,941 | +1767.6% | 0.20% | +754.2% |
| Q1 2019 | $229,000 | -95.1% | 9,635 | -95.5% | 0.02% | -92.1% |
| Q4 2018 | $4,689,000 | -35.7% | 214,396 | -25.2% | 0.30% | -29.7% |
| Q3 2018 | $7,295,000 | -1.0% | 286,750 | -2.7% | 0.43% | -2.3% |
| Q2 2018 | $7,371,000 | +930.9% | 294,790 | +979.8% | 0.44% | +932.6% |
| Q1 2018 | $715,000 | – | 27,300 | – | 0.04% | – |
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% |