ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 97 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,290,000 | -37.6% | 208,610 | -37.4% | 0.00% | -50.0% |
| Q2 2023 | $8,483,000 | +214.0% | 333,327 | +205.8% | 0.00% | +100.0% |
| Q1 2023 | $2,702,000 | -0.8% | 108,986 | -7.3% | 0.00% | 0.0% |
| Q4 2022 | $2,724,000 | +11.5% | 117,569 | -4.9% | 0.00% | 0.0% |
| Q3 2022 | $2,442,000 | -40.9% | 123,641 | -33.7% | 0.00% | 0.0% |
| Q2 2022 | $4,135,000 | +92.4% | 186,423 | +120.8% | 0.00% | 0.0% |
| Q1 2022 | $2,149,000 | -25.3% | 84,435 | -25.3% | 0.00% | 0.0% |
| Q4 2021 | $2,876,000 | -55.6% | 113,031 | -55.1% | 0.00% | -50.0% |
| Q3 2021 | $6,471,000 | +74.5% | 251,695 | +75.2% | 0.00% | +100.0% |
| Q2 2021 | $3,709,000 | +41.4% | 143,669 | +38.5% | 0.00% | 0.0% |
| Q1 2021 | $2,623,000 | +41.9% | 103,699 | +27.7% | 0.00% | 0.0% |
| Q4 2020 | $1,848,000 | +1026.8% | 81,208 | +866.1% | 0.00% | – |
| Q3 2020 | $164,000 | -65.4% | 8,406 | -65.3% | 0.00% | – |
| Q2 2020 | $474,000 | +3546.2% | 24,250 | +3133.3% | 0.00% | – |
| Q1 2020 | $13,000 | -99.7% | 750 | -99.6% | 0.00% | -100.0% |
| Q4 2019 | $4,668,000 | +227.1% | 191,554 | +206.0% | 0.00% | +100.0% |
| Q3 2019 | $1,427,000 | +110.8% | 62,593 | +113.3% | 0.00% | – |
| Q2 2019 | $677,000 | +202.2% | 29,343 | +211.1% | 0.00% | – |
| Q1 2019 | $224,000 | -95.9% | 9,431 | -96.2% | 0.00% | -100.0% |
| Q4 2018 | $5,492,000 | +2207.6% | 251,154 | +2589.0% | 0.00% | – |
| Q3 2018 | $238,000 | +1033.3% | 9,340 | +1039.0% | 0.00% | – |
| Q2 2018 | $21,000 | 0.0% | 820 | 0.0% | 0.00% | – |
| Q1 2018 | $21,000 | – | 820 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Angeles Investment Advisors, LLC | 7,903,585 | $204,071,000 | 12.75% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 224,633 | $5,800,000 | 4.16% |
| Armbruster Capital Management, Inc. | 561,463 | $14,497,000 | 4.09% |
| 3D/L Capital Management, LLC | 539,535 | $13,931,000 | 3.33% |
| Kathmere Capital Management, LLC | 606,833 | $15,668,000 | 3.02% |
| ZEKE CAPITAL ADVISORS, LLC | 1,513,471 | $39,078,000 | 2.46% |
| Prosperity Planning, Inc. | 137,394 | $3,548,000 | 2.20% |
| SENTINEL TRUST CO LBA | 1,002,644 | $25,888,000 | 1.96% |
| Merriman Wealth Management, LLC | 824,941 | $21,300,000 | 1.83% |
| Tacita Capital Inc | 115,010 | $2,970,000 | 1.79% |