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 ↓ |
|---|---|---|---|
| Armbruster Capital Management, Inc. | 574,598 | $14,773,000 | 4.22% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 220,230 | $5,662,000 | 4.20% |
| 3D/L Capital Management, LLC | 537,311 | $13,814,000 | 3.32% |
| Kathmere Capital Management, LLC | 632,637 | $16,265,000 | 2.95% |
| FFT WEALTH MANAGEMENT LLC | 1,165,582 | $29,967,000 | 2.83% |
| SENTINEL TRUST CO LBA | 588,322 | $15,126,000 | 2.37% |
| ZEKE CAPITAL ADVISORS, LLC | 1,501,574 | $38,605,000 | 2.23% |
| Prosperity Planning, Inc. | 140,859 | $3,621,000 | 1.98% |
| Tacita Capital Inc | 121,870 | $3,133,000 | 1.92% |
| TCG Advisory Services, LLC | 254,887 | $6,553,000 | 1.56% |