ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 228 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $374,690 | 0.0% | 13,273 | 0.0% | 0.06% | 0.0% |
| Q1 2024 | $374,690 | +5.3% | 13,273 | -1.1% | 0.06% | -3.2% |
| Q4 2023 | $355,864 | +11.4% | 13,424 | +6.5% | 0.06% | +1.6% |
| Q3 2023 | $319,555 | +6.2% | 12,601 | +6.6% | 0.06% | +10.7% |
| Q2 2023 | $300,966 | +1.2% | 11,826 | +0.8% | 0.06% | -39.1% |
| Q1 2023 | $297,322 | +2.5% | 11,733 | +1.0% | 0.09% | -1.1% |
| Q4 2022 | $289,951 | +7.8% | 11,621 | -14.7% | 0.09% | -12.3% |
| Q3 2022 | $269,000 | -10.3% | 13,631 | +0.8% | 0.11% | -38.4% |
| Q2 2022 | $300,000 | -24.1% | 13,528 | -12.8% | 0.17% | -14.4% |
| Q1 2022 | $395,000 | -4.1% | 15,512 | -4.3% | 0.20% | -16.2% |
| Q4 2021 | $412,000 | +2.2% | 16,209 | +3.5% | 0.24% | +30.4% |
| Q3 2021 | $403,000 | +36.6% | 15,665 | +37.1% | 0.18% | +42.6% |
| Q2 2021 | $295,000 | – | 11,428 | – | 0.13% | – |
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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% |