ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 30 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $451,985 | +16.2% | 18,137 | +1.2% | 0.03% | 0.0% |
| Q3 2022 | $389,000 | -4.7% | 17,925 | -0.5% | 0.03% | -6.7% |
| Q2 2022 | $408,000 | +5.4% | 18,012 | +11.5% | 0.03% | 0.0% |
| Q1 2022 | $387,000 | -10.0% | 16,153 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $430,000 | +4.1% | 16,153 | +2.1% | 0.03% | +3.4% |
| Q3 2021 | $413,000 | -49.3% | 15,818 | -50.0% | 0.03% | -3.3% |
| Q2 2021 | $814,000 | +102.0% | 31,636 | +102.3% | 0.03% | -9.1% |
| Q1 2021 | $403,000 | +8.3% | 15,640 | 0.0% | 0.03% | -5.7% |
| Q4 2020 | $372,000 | +22.8% | 15,640 | +1.2% | 0.04% | -2.8% |
| Q3 2020 | $303,000 | -1.6% | 15,459 | 0.0% | 0.04% | -5.3% |
| Q2 2020 | $308,000 | +12.0% | 15,459 | +1.0% | 0.04% | -9.5% |
| Q1 2020 | $275,000 | -26.5% | 15,300 | 0.0% | 0.04% | -8.7% |
| Q4 2019 | $374,000 | +4.8% | 15,300 | +1.5% | 0.05% | -8.0% |
| Q3 2019 | $357,000 | +2.9% | 15,073 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $347,000 | -3.3% | 15,073 | +2.1% | 0.05% | -5.7% |
| Q1 2019 | $359,000 | -40.5% | 14,756 | -43.6% | 0.05% | -40.4% |
| Q4 2018 | $603,000 | – | 26,161 | – | 0.09% | – |
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% |