ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 81 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,145,235 | +0.0% | 242,320 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $6,144,088 | -2.7% | 241,418 | -5.2% | 0.00% | 0.0% |
| Q1 2023 | $6,314,509 | +41.4% | 254,720 | +32.2% | 0.00% | 0.0% |
| Q4 2022 | $4,464,627 | -15.3% | 192,690 | -27.8% | 0.00% | 0.0% |
| Q3 2022 | $5,274,000 | -6.8% | 267,030 | +4.7% | 0.00% | 0.0% |
| Q2 2022 | $5,657,000 | +6.8% | 255,028 | +22.6% | 0.00% | 0.0% |
| Q1 2022 | $5,296,000 | +7.4% | 208,077 | +7.3% | 0.00% | 0.0% |
| Q4 2021 | $4,931,000 | -31.4% | 193,844 | -30.7% | 0.00% | -50.0% |
| Q3 2021 | $7,187,000 | -24.7% | 279,537 | -24.4% | 0.00% | 0.0% |
| Q2 2021 | $9,550,000 | +412.1% | 369,886 | +401.7% | 0.00% | – |
| Q1 2021 | $1,865,000 | -38.1% | 73,732 | -44.3% | 0.00% | -100.0% |
| Q4 2020 | $3,012,000 | +1203.9% | 132,268 | +1152.4% | 0.00% | – |
| Q4 2018 | $231,000 | -56.5% | 10,561 | -53.5% | 0.00% | – |
| Q1 2017 | $531,000 | – | 22,718 | – | 0.00% | – |
Download | ||||||
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% |