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 | $63,552 | -14.1% | 2,506 | -13.8% | 0.02% | -10.0% |
| Q2 2023 | $73,958 | -3.5% | 2,906 | -6.0% | 0.02% | -4.8% |
| Q1 2023 | $76,601 | +7.0% | 3,090 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $71,595 | +17.4% | 3,090 | 0.0% | 0.02% | +5.0% |
| Q3 2022 | $61,000 | -25.6% | 3,090 | -16.3% | 0.02% | -20.0% |
| Q2 2022 | $82,000 | -35.4% | 3,690 | -26.1% | 0.02% | -26.5% |
| Q1 2022 | $127,000 | -27.4% | 4,990 | -27.5% | 0.03% | -20.9% |
| Q4 2021 | $175,000 | -32.7% | 6,880 | -32.0% | 0.04% | -41.1% |
| Q3 2021 | $260,000 | -22.2% | 10,111 | -21.9% | 0.07% | -20.7% |
| Q2 2021 | $334,000 | +2.1% | 12,946 | 0.0% | 0.09% | -1.1% |
| Q1 2021 | $327,000 | +10.8% | 12,946 | 0.0% | 0.09% | +2.2% |
| Q4 2020 | $295,000 | – | 12,946 | – | 0.09% | – |
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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% |