ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 228 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $654,965 | -2.4% | 23,869 | +0.4% | 0.01% | -12.5% |
| Q1 2024 | $670,999 | +6.5% | 23,769 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $630,116 | +2.4% | 23,769 | -2.1% | 0.01% | -11.1% |
| Q3 2023 | $615,487 | +4.0% | 24,270 | +4.4% | 0.01% | 0.0% |
| Q2 2023 | $591,687 | +0.5% | 23,249 | -2.1% | 0.01% | 0.0% |
| Q1 2023 | $588,738 | +7.0% | 23,749 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $550,264 | -37.0% | 23,749 | -46.3% | 0.01% | -41.2% |
| Q3 2022 | $874,000 | -55.5% | 44,249 | -50.0% | 0.02% | -54.1% |
| Q2 2022 | $1,965,000 | -24.5% | 88,580 | -13.3% | 0.04% | -14.0% |
| Q1 2022 | $2,601,000 | +0.5% | 102,218 | +0.5% | 0.04% | +4.9% |
| Q4 2021 | $2,588,000 | +19.4% | 101,713 | +20.6% | 0.04% | +10.8% |
| Q3 2021 | $2,168,000 | +14.0% | 84,331 | +14.5% | 0.04% | +12.1% |
| Q2 2021 | $1,902,000 | +56.2% | 73,681 | +52.9% | 0.03% | +26.9% |
| Q1 2021 | $1,218,000 | +52.1% | 48,181 | +36.9% | 0.03% | +44.4% |
| Q4 2020 | $801,000 | – | 35,192 | – | 0.02% | – |
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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% |