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%.
| 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% |
| Prosperity Planning, Inc. | 201,140 | $5,100,911 | 2.13% |
| One Wealth Advisors, LLC | 359,558 | $9,118,391 | 2.03% |
| Clayton Partners LLC | 88,942 | $2,255,569 | 1.92% |
| JNBA Financial Advisors | 505,334 | $12,815,271 | 1.60% |
| WEALTHSOURCE PARTNERS, LLC | 915,699 | $23,222,127 | 1.59% |
| ATLAS CAPITAL ADVISORS LLC | 346,237 | $8,780,570 | 1.45% |
| TCG Advisory Services, LLC | 357,695 | $9,071,139 | 1.37% |
| VANCE WEALTH, INC. | 107,194 | $2,718,440 | 1.27% |
| ONE Advisory Partners, LLC | 83,853 | $2,126,512 | 1.24% |
| Keebeck Wealth Management, LLC | 270,711 | $6,865,231 | 1.20% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.