ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 10 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $230,000 | -91.4% | 9,037 | -91.6% | 0.01% | -92.4% |
| Q2 2018 | $2,675,000 | +1.7% | 106,975 | +6.6% | 0.12% | -7.1% |
| Q1 2018 | $2,630,000 | +0.8% | 100,396 | +1.7% | 0.13% | -2.3% |
| Q4 2017 | $2,609,000 | +4.3% | 98,696 | -0.2% | 0.13% | -4.4% |
| Q3 2017 | $2,502,000 | +8.8% | 98,901 | +3.8% | 0.14% | -3.5% |
| Q2 2017 | $2,299,000 | +11.8% | 95,292 | +8.4% | 0.14% | +5.2% |
| Q1 2017 | $2,056,000 | +21.9% | 87,907 | +15.3% | 0.13% | +3.9% |
| Q4 2016 | $1,686,000 | +5.0% | 76,216 | +2.4% | 0.13% | -12.2% |
| Q3 2016 | $1,605,000 | +53.7% | 74,395 | +38.5% | 0.15% | +31.2% |
| Q2 2016 | $1,044,000 | +33.8% | 53,734 | +43.0% | 0.11% | +25.8% |
| Q1 2016 | $780,000 | – | 37,578 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IRONWOOD WEALTH MANAGEMENT, INC. | 221,914 | $5,645,000 | 3.95% |
| Armbruster Capital Management, Inc. | 560,807 | $14,267,000 | 3.26% |
| 3D/L Capital Management, LLC | 548,037 | $13,942,000 | 3.26% |
| Kathmere Capital Management, LLC | 658,628 | $16,756,000 | 2.91% |
| LGL PARTNERS, LLC | 930,247 | $23,665,000 | 2.81% |
| FFT WEALTH MANAGEMENT LLC | 1,201,065 | $30,555,000 | 2.74% |
| ZEKE CAPITAL ADVISORS, LLC | 1,501,151 | $38,189,000 | 2.23% |
| Intelligence Driven Advisers, LLC | 437,181 | $11,397,000 | 2.09% |
| Prosperity Planning, Inc. | 154,985 | $3,943,000 | 2.00% |
| Merriman Wealth Management, LLC | 1,890,670 | $48,412,000 | 1.91% |