ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 81 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,469,130 | -96.5% | 57,931 | -96.5% | 0.00% | -100.0% |
| Q1 2023 | $41,504,980 | +130.8% | 1,674,263 | +115.7% | 0.02% | +112.5% |
| Q4 2022 | $17,981,148 | +441.9% | 776,053 | +361.9% | 0.01% | +700.0% |
| Q3 2022 | $3,318,000 | -81.0% | 167,997 | -78.6% | 0.00% | -85.7% |
| Q2 2022 | $17,426,000 | +146.7% | 785,680 | +183.1% | 0.01% | +250.0% |
| Q1 2022 | $7,063,000 | +295.7% | 277,510 | +295.5% | 0.00% | +100.0% |
| Q4 2021 | $1,785,000 | +230.6% | 70,169 | +233.8% | 0.00% | – |
| Q3 2021 | $540,000 | -89.8% | 21,021 | -89.8% | 0.00% | -100.0% |
| Q2 2021 | $5,312,000 | -34.8% | 205,735 | -36.1% | 0.00% | -50.0% |
| Q1 2021 | $8,144,000 | +106.8% | 322,010 | +86.2% | 0.00% | +100.0% |
| Q4 2020 | $3,938,000 | +85.9% | 172,941 | +59.5% | 0.00% | 0.0% |
| Q2 2020 | $2,118,000 | +234.1% | 108,452 | +201.3% | 0.00% | +100.0% |
| Q1 2020 | $634,000 | -69.1% | 35,996 | -57.2% | 0.00% | -66.7% |
| Q4 2019 | $2,051,000 | +237.9% | 84,180 | +215.9% | 0.00% | +200.0% |
| Q3 2019 | $607,000 | -64.5% | 26,649 | -64.0% | 0.00% | -66.7% |
| Q2 2019 | $1,708,000 | +245.7% | 74,105 | +228.1% | 0.00% | +200.0% |
| Q4 2018 | $494,000 | -83.8% | 22,585 | -81.5% | 0.00% | -85.7% |
| Q2 2018 | $3,055,000 | +78.4% | 122,178 | +87.0% | 0.01% | +75.0% |
| Q1 2018 | $1,712,000 | +84.1% | 65,353 | +85.7% | 0.00% | +33.3% |
| Q4 2017 | $930,000 | -79.0% | 35,199 | -79.9% | 0.00% | -78.6% |
| Q3 2017 | $4,433,000 | -12.3% | 175,208 | -16.4% | 0.01% | -22.2% |
| Q2 2017 | $5,055,000 | -16.9% | 209,539 | -19.5% | 0.02% | -33.3% |
| Q1 2017 | $6,085,000 | +356.8% | 260,174 | +332.2% | 0.03% | +350.0% |
| Q4 2016 | $1,332,000 | +86.6% | 60,195 | +81.9% | 0.01% | +100.0% |
| Q3 2016 | $714,000 | -24.8% | 33,092 | -30.6% | 0.00% | -40.0% |
| Q2 2016 | $950,000 | -73.4% | 47,652 | -72.3% | 0.01% | -75.0% |
| Q1 2016 | $3,568,000 | +75.9% | 171,874 | +86.7% | 0.02% | +53.8% |
| Q4 2015 | $2,029,000 | +1.9% | 92,051 | -1.0% | 0.01% | +8.3% |
| Q3 2015 | $1,992,000 | -18.6% | 92,959 | -7.0% | 0.01% | -25.0% |
| Q2 2015 | $2,446,000 | – | 100,000 | – | 0.02% | – |
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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% |