ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 81 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,750,393 | +735.2% | 108,454 | +738.2% | 0.06% | +771.4% |
| Q2 2023 | $329,297 | -84.5% | 12,939 | -84.9% | 0.01% | -83.3% |
| Q1 2023 | $2,122,098 | -67.6% | 85,603 | -69.7% | 0.04% | -77.4% |
| Q4 2022 | $6,550,946 | -62.3% | 282,734 | -63.9% | 0.19% | -61.8% |
| Q2 2022 | $17,366,000 | +108.9% | 782,971 | +139.7% | 0.49% | +109.0% |
| Q1 2022 | $8,312,000 | +171.5% | 326,608 | +175.5% | 0.23% | +124.0% |
| Q2 2021 | $3,061,000 | -38.7% | 118,564 | -39.9% | 0.10% | -62.6% |
| Q1 2021 | $4,993,000 | +425.6% | 197,435 | +449.1% | 0.28% | +355.7% |
| Q4 2017 | $950,000 | – | 35,954 | – | 0.06% | – |
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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% |