ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 8 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $853,000 | -11.9% | 34,988 | -17.7% | 0.01% | -28.6% |
| Q3 2019 | $968,000 | -16.6% | 42,493 | -15.6% | 0.01% | -12.5% |
| Q2 2019 | $1,160,000 | -3.9% | 50,326 | -1.0% | 0.01% | -11.1% |
| Q1 2019 | $1,207,000 | +5.1% | 50,838 | -3.1% | 0.01% | -10.0% |
| Q4 2018 | $1,148,000 | -7.4% | 52,481 | +7.7% | 0.01% | 0.0% |
| Q3 2018 | $1,240,000 | -10.2% | 48,735 | -7.5% | 0.01% | -23.1% |
| Q2 2018 | $1,381,000 | 0.0% | 52,713 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $1,381,000 | +37.0% | 52,713 | +38.2% | 0.01% | +30.0% |
| Q4 2017 | $1,008,000 | +9.4% | 38,150 | +4.8% | 0.01% | 0.0% |
| Q3 2017 | $921,000 | +4.3% | 36,393 | -0.6% | 0.01% | 0.0% |
| Q2 2017 | $883,000 | -8.9% | 36,599 | -11.7% | 0.01% | -16.7% |
| Q1 2017 | $969,000 | +13.7% | 41,430 | +7.6% | 0.01% | 0.0% |
| Q4 2016 | $852,000 | +1.4% | 38,500 | -1.0% | 0.01% | -7.7% |
| Q3 2016 | $840,000 | +32.7% | 38,908 | +22.6% | 0.01% | +30.0% |
| Q2 2016 | $633,000 | +4.8% | 31,746 | +9.1% | 0.01% | -9.1% |
| Q1 2016 | $604,000 | – | 29,086 | – | 0.01% | – |
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% |