ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 157 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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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% |