ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 155 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,035,209 | -25.9% | 908,328 | -25.6% | 0.00% | -33.3% |
| Q2 2023 | $31,087,277 | -10.4% | 1,221,504 | -12.7% | 0.00% | -25.0% |
| Q1 2023 | $34,682,053 | +27.3% | 1,399,034 | +18.9% | 0.00% | +33.3% |
| Q4 2022 | $27,254,570 | +82.6% | 1,176,287 | +55.7% | 0.00% | +50.0% |
| Q3 2022 | $14,922,000 | -36.2% | 755,528 | -28.3% | 0.00% | -33.3% |
| Q2 2022 | $23,386,000 | -5.1% | 1,054,356 | +8.9% | 0.00% | 0.0% |
| Q1 2022 | $24,634,000 | +114.2% | 967,942 | +114.1% | 0.00% | +200.0% |
| Q4 2021 | $11,501,000 | +20.7% | 452,074 | +22.0% | 0.00% | 0.0% |
| Q3 2021 | $9,530,000 | -8.7% | 370,682 | -8.3% | 0.00% | 0.0% |
| Q2 2021 | $10,435,000 | +96.6% | 404,152 | +92.5% | 0.00% | 0.0% |
| Q1 2021 | $5,309,000 | +27842.1% | 209,926 | +25721.2% | 0.00% | – |
| Q4 2020 | $19,000 | -74.3% | 813 | -78.5% | 0.00% | – |
| Q3 2020 | $74,000 | +469.2% | 3,777 | +449.0% | 0.00% | – |
| Q2 2020 | $13,000 | -71.1% | 688 | -73.0% | 0.00% | – |
| Q1 2020 | $45,000 | -2.2% | 2,550 | +34.4% | 0.00% | – |
| Q4 2019 | $46,000 | +31.4% | 1,897 | +22.2% | 0.00% | – |
| Q3 2019 | $35,000 | +775.0% | 1,553 | +858.6% | 0.00% | – |
| Q2 2019 | $4,000 | -96.3% | 162 | -96.2% | 0.00% | – |
| Q3 2018 | $108,000 | -0.9% | 4,263 | -1.9% | 0.00% | – |
| Q2 2018 | $109,000 | -2.7% | 4,347 | +2.0% | 0.00% | – |
| Q1 2018 | $112,000 | -12.5% | 4,263 | -11.8% | 0.00% | – |
| Q4 2017 | $128,000 | +4.9% | 4,835 | 0.0% | 0.00% | – |
| Q3 2017 | $122,000 | +4.3% | 4,835 | 0.0% | 0.00% | – |
| Q2 2017 | $117,000 | – | 4,835 | – | 0.00% | – |
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% |