ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 19 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $711,408 | +1.7% | 28,052 | +2.0% | 0.00% | 0.0% |
Q2 2023 | $699,859 | -12.1% | 27,499 | -14.4% | 0.00% | -50.0% |
Q1 2023 | $796,274 | +42.4% | 32,121 | +33.1% | 0.00% | +100.0% |
Q4 2022 | $559,342 | +136.0% | 24,140 | +100.9% | 0.00% | 0.0% |
Q3 2022 | $237,000 | -9.9% | 12,014 | +1.5% | 0.00% | 0.0% |
Q2 2022 | $263,000 | -5.4% | 11,836 | +8.4% | 0.00% | 0.0% |
Q1 2022 | $278,000 | +26.4% | 10,918 | +26.3% | 0.00% | – |
Q4 2021 | $220,000 | -51.1% | 8,645 | -51.1% | 0.00% | -100.0% |
Q3 2018 | $450,000 | -30.9% | 17,694 | -32.1% | 0.00% | -33.3% |
Q2 2018 | $651,000 | -37.3% | 26,042 | -34.3% | 0.00% | -50.0% |
Q1 2018 | $1,038,000 | -83.7% | 39,634 | -83.5% | 0.01% | -85.0% |
Q4 2017 | $6,354,000 | +5.3% | 240,425 | +0.8% | 0.04% | +2.6% |
Q3 2017 | $6,037,000 | +6.4% | 238,602 | +1.4% | 0.04% | 0.0% |
Q2 2017 | $5,676,000 | +3.6% | 235,263 | +0.4% | 0.04% | -7.1% |
Q1 2017 | $5,481,000 | – | 234,325 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Armbruster Capital Management, Inc. | 490,723 | $11,174,000 | 3.75% |
Kathmere Capital Management, LLC | 542,531 | $12,353,000 | 2.66% |
Prosperity Planning, Inc. | 117,085 | $2,666,000 | 2.26% |
ZEKE CAPITAL ADVISORS, LLC | 1,122,582 | $25,561,000 | 2.10% |
Merriman Wealth Management, LLC | 848,297 | $19,316,000 | 2.07% |
MERCER GLOBAL ADVISORS INC /ADV | 6,941,013 | $158,047,000 | 1.97% |
SCS Capital Management LLC | 6,441,316 | $146,668,000 | 1.46% |
Tacita Capital Inc | 64,830 | $1,476,000 | 0.97% |
Red Wave Investments LLC | 69,618 | $1,585,000 | 0.71% |
Hemington Wealth Management | 64,607 | $1,471,000 | 0.68% |