ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 160 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,199,464 | -14.2% | 165,594 | -13.9% | 0.00% | 0.0% |
| Q2 2023 | $4,896,138 | -16.6% | 192,383 | -18.8% | 0.00% | -20.0% |
| Q1 2023 | $5,873,722 | +12.4% | 236,939 | +5.0% | 0.01% | 0.0% |
| Q4 2022 | $5,226,993 | -7.5% | 225,594 | -21.2% | 0.01% | -16.7% |
| Q3 2022 | $5,652,000 | -0.8% | 286,174 | +11.4% | 0.01% | 0.0% |
| Q2 2022 | $5,698,000 | -21.2% | 256,888 | -9.6% | 0.01% | 0.0% |
| Q1 2022 | $7,235,000 | +221.8% | 284,278 | +221.8% | 0.01% | +200.0% |
| Q4 2021 | $2,248,000 | +30.9% | 88,351 | +32.3% | 0.00% | 0.0% |
| Q3 2021 | $1,717,000 | +3.7% | 66,789 | +4.1% | 0.00% | 0.0% |
| Q2 2021 | $1,656,000 | +3.0% | 64,129 | +0.9% | 0.00% | 0.0% |
| Q1 2021 | $1,608,000 | +428.9% | 63,564 | +267.8% | 0.00% | – |
| Q1 2020 | $304,000 | -32.4% | 17,281 | -6.4% | 0.00% | -100.0% |
| Q4 2019 | $450,000 | +6.4% | 18,466 | -0.4% | 0.00% | 0.0% |
| Q3 2019 | $423,000 | -35.9% | 18,546 | -35.2% | 0.00% | 0.0% |
| Q2 2019 | $660,000 | -2.9% | 28,642 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $680,000 | -56.8% | 28,642 | -60.2% | 0.00% | -66.7% |
| Q4 2018 | $1,573,000 | – | 71,943 | – | 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% |