ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 102 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |