ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 155 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,538 | -0.4% | 770 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $19,607 | +5.2% | 770 | +2.5% | 0.00% | 0.0% |
| Q1 2023 | $18,629 | +6.6% | 751 | -0.4% | 0.00% | 0.0% |
| Q4 2022 | $17,481 | +16.5% | 754 | +1.2% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -31.8% | 745 | -25.4% | 0.00% | 0.0% |
| Q2 2022 | $22,000 | -12.0% | 999 | +2.0% | 0.00% | 0.0% |
| Q1 2022 | $25,000 | 0.0% | 979 | +0.2% | 0.00% | 0.0% |
| Q4 2021 | $25,000 | +38.9% | 977 | +37.6% | 0.00% | 0.0% |
| Q3 2021 | $18,000 | – | 710 | – | 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% |