ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 185 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $405,760 | -0.4% | 16,000 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $407,200 | +2.7% | 16,000 | 0.0% | 0.03% | -5.6% |
| Q1 2023 | $396,640 | +7.0% | 16,000 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $370,720 | +17.3% | 16,000 | 0.0% | 0.04% | +9.1% |
| Q3 2022 | $316,000 | -11.0% | 16,000 | 0.0% | 0.03% | -8.3% |
| Q2 2022 | $355,000 | -12.8% | 16,000 | 0.0% | 0.04% | 0.0% |
| Q1 2022 | $407,000 | 0.0% | 16,000 | 0.0% | 0.04% | +5.9% |
| Q4 2021 | $407,000 | +13.1% | 16,000 | +14.3% | 0.03% | +3.0% |
| Q3 2021 | $360,000 | -26.7% | 14,000 | -26.3% | 0.03% | -29.8% |
| Q2 2021 | $491,000 | -3.0% | 19,000 | -5.0% | 0.05% | -6.0% |
| Q1 2021 | $506,000 | – | 20,000 | – | 0.05% | – |
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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% |