ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 97 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $277 | -93.9% | 10,938 | -94.0% | 0.01% | -92.9% |
| Q1 2023 | $4,538 | +116.3% | 183,075 | +102.2% | 0.18% | +73.6% |
| Q4 2022 | $2,098 | -99.9% | 90,537 | -44.8% | 0.11% | -39.1% |
| Q3 2022 | $3,242,000 | -50.7% | 164,147 | -44.6% | 0.17% | -50.4% |
| Q2 2022 | $6,577,000 | -1.0% | 296,521 | +13.6% | 0.35% | +53.3% |
| Q1 2022 | $6,644,000 | +369.9% | 261,065 | +369.5% | 0.23% | +502.6% |
| Q4 2021 | $1,414,000 | -85.9% | 55,604 | -85.7% | 0.04% | -92.4% |
| Q2 2021 | $10,042,000 | +547.5% | 388,916 | +534.1% | 0.50% | +497.6% |
| Q1 2021 | $1,551,000 | +22.5% | 61,337 | -5.2% | 0.08% | -10.6% |
| Q3 2020 | $1,266,000 | -78.0% | 64,714 | -78.1% | 0.09% | -79.3% |
| Q2 2020 | $5,758,000 | +1769.5% | 294,851 | +1583.8% | 0.46% | +2576.5% |
| Q1 2020 | $308,000 | -60.3% | 17,511 | -48.5% | 0.02% | -68.5% |
| Q3 2019 | $775,000 | +60.8% | 34,028 | +62.8% | 0.05% | +68.8% |
| Q2 2019 | $482,000 | +92.0% | 20,898 | +98.0% | 0.03% | +128.6% |
| Q1 2019 | $251,000 | -96.2% | 10,554 | -96.5% | 0.01% | -96.5% |
| Q4 2018 | $6,569,000 | – | 300,367 | – | 0.40% | – |
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% |